The Agg Yield composite has a primary goal of generating an income stream comparable to its benchmark high-yield index but to be more diverse than its benchmark. The focus of the portfolio is first on income, then on capital preservation. Strategic decisions are made as to which investments can provide the most consistent income stream, along with the best relative total return.
The allocation is split into three distinct categories including traditional fixed income, closed-end funds and alternative sources of income. ETFs and closed-end funds are used in this composite. The composite is geared towards more risk-seeking individuals who also desire a higher income stream.
39% CLOSED END FUNDS | 36% BONDS | 3% CASH | 22% ALTERNATIVES
TARGET RISK LEVEL SCALE: