Moderate ETF Portfolio

The Moderate ETF Portfolio is built for investors with a moderate risk tolerance looking to balance perseveration of capital and investment growth. It contains an approximate [50% | 50%] stock to bonds mix. The Moderate 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: 1.964%

Expense Ratio: 0.05%

1 Year Return: 11.49%

3 Year Return: 25.37%

5 year Return: 51.34%

1. BND - Vanguard Total Bond ETF (22%)

2. VEA - Vanguard Developed Markets ETF (18%)

3. VOO - Vanguard S&P 500 ETF (17%)

4. VB - Vanguard Small -Cap ETF (13%)

5. VCIT - Vanguard Intermediate -Term Corporate Bond ETF (11%)

6. SHY - iShares 1-3 Year Treasury Bond ETF (5%)

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

8. VWO - Vanguard Emerging Markets ETF (4%)

9. BNDX - Vanguard Total International Bond ETF (4%)

10. VNQ - Vanguard Real Estate ETF (1%)