The OYA 20 composite includes all portfolios that are looking for a diversified approach to capital appreciation. The composite focuses on making strategic shifts within allocations based on macro- and momentum-based factors. Within the equity allocation, the composite gains exposure to both domestic and international markets, along with strategically shifting among domestic sectors and market caps. Within the fixed income allocation, we look to make broader decisions between the domestic and international bond space.
The composite utilizes only ETFs. The composite is geared towards an investor with a high risk tolerance, as the composite has the ability to be volatile.
2% CASH | 17% BONDS | 6% SMALL CAP | 11% MID CAP | 20% INTERNATIONAL | 5% REAL ESTATE | 39% LARGE CAP
TARGET RISK LEVEL SCALE: