Income Maximizer – Bottom

Risk Profiles

Strategic Weightings1

Risk Profiles Most Conservative Conservative Moderate Balanced Growth w/Income Growth Aggressive-Growth Most-Aggressive
Equity 0% 20% 40% 48% 56% 75% 85% 93%
Bond 96% 76% 56% 46% 36% 18% 8% 0%
Alternatives 0% 0% 0% 4% 4% 3% 3% 3%
Cash 4% 4% 4% 4% 4% 4% 4% 4%

Equity

Risk Profiles Most Conservative Conservative Moderate Balanced Growth w/Income Growth Aggressive-Growth Most-Aggressive
US Equity 0% 14% 28% 34% 39% 53% 60% 65%
Dividend Income+2 0% 10% 20% 24% 27% 37% 42% 46%
US Mid Cap 0% 2% 4% 5% 6% 8% 9% 10%
US Small Cap 0% 2% 4% 5% 6% 8% 9% 10%
International Equity 0% 6% 12% 14% 17% 23% 26% 28%
Developed 0% 4% 7% 9% 10% 14% 15% 17%
Emerging 0% 2% 5% 6% 7% 9% 10% 11%

Bond

Risk Profiles Most Conservative Conservative Moderate Balanced Growth w/Income Growth Aggressive-Growth Most-Aggressive
Individual Bonds 72% 57% 42% 35% 27% 14% 6% 0%
Corporates 54% 43% 32% 26% 20% 10% 5% 0%
Municipals 18% 14% 11% 9% 7% 3% 2% 0%
Bond Sectors 24% 19% 14% 12% 9% 5% 2% 0%

Alternatives

Risk Profiles Most Conservative Conservative Moderate Balanced Growth w/Income Growth Aggressive-Growth Most-Aggressive
Commodities 0% 0% 0% 12% 12% 9% 9% 9%
Equity Hedges 0% 0% 0% 12% 12% 9% 9% 9%
Hedge Funds 0% 0% 0% 12% 12% 9% 9% 9%

Documents

Footnotes

1 – Strategic Weightings are benchmark weightings of the strategy performance and are used to monitor performance of the strategy. The investment team uses this as a starting point for each asset class.
2 – Tactical Drift is the allowable range the investment team can increase or decrease the weighting of that asset class and make active bets based on current market conditions and research.
3 – Dividend Income+ is a proprietary LHC capital US Large Cap value product that this strategy is anchored by. Learn more about this product here .

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