Conservative ETF Portfolio

The Conservative ETF Portfolio is built for investors with a low risk tolerance or a short time horizon looking to preserve capital. It contains an approximate [25% | 75%] stock to bonds mix. The Conservative ETF Portfolio is based on an M1 Finance portfolio and uses Modern Portfolio Theory to provide the optimal portfolio allocations based on the trade-off between risk and return, while also minimizing expense fees. ETFs are a great way to easily add diversification to a portfolio.

Dividend Yield: 1.285%

Expense Ratio: 0.11%

1 Year Return: 6.2%

3 Year Return: 14.75%

5 year Return: 27.25%

1. SHY - iShares 1-3 Year Treasury Bond ETF (61%)

2. VEA - Vanguard Developed Markets ETF (10%)

3. VB - Vanguard Small -Cap ETF (8%)

4. VOO - Vanguard S&P 500 ETF (7%)

5. MUB - iShares National Muni Bond ETF (6%)

6. VCIT - Vanguard Intermediate -Term Corporate Bond ETF (5%)

7. VWO - Vanguard Emerging Markets ETF (3%)