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Ultra Conservative Portfolio


This motif contains stocks from the Financial sector and the Real Estate Development industry. Top weighted stocks include iShares Barclays 1-3 Year Treasury Bond ETF, Vanguard Small-Cap ETF, and Vanguard FTSE Developed Markets ETF. See more
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Motif Index RTN Since Creation
Ultra Conservative Portfolio Benchmark
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Weight Segment & Stocks Symbol 1 MO / 1 YR Return
100% Financial 2.7%
80.4% iShares Barclays 1-3 Year Treasury Bond ETF SHY 0.3%
6.6% Vanguard Small-Cap ETF VB 9.8%
6.5% Vanguard FTSE Developed Markets ETF VEA 19.9%
2.3% 8xxxxxxx 8xxx 8xxxxxxx 8xxxxxx 8xx 8xx 88.8%
2.2% 8xxxxxxx 8xx 8xx 8xx 8xx 88.8%
2.0% 8xxxxxx 8xxxxxxx 8xxx 8xxx 8xx 8xx 88.8%

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