The OYA 30 composite includes all portfolios that are looking for capital appreciation but want to gain more exposure to the fixed income decisions of the Wela Investment Committee. The strategy continues to get exposure to both domestic and international markets, along with implementing our sector rotation strategy but gaining 30% exposure to the fixed income allocation. The portfolios in this composite implement the strategic macro- and momentum-based decisions within both the equity and fixed income space.
The composite invests solely into ETFs. This is a composite for portfolios that have a longer time horizon but don’t want to take the risk associated with an all-equity portfolio.
3% CASH | 27% BONDS | 33% LARGE CAP | 9% MID CAP | 5% SMALL CAP | 18% INTERNATIONAL | 5% REAL ESTATE
TARGET RISK LEVEL SCALE: