35 Braintree Hill Park
Braintree, MA 02184
For Accounts with assets over $500K you would expect to have the following holdings:
- 40-60 Individual Equity Securities (Core+)
- 15-20 Individual Bonds
- 8-10 Passive and Active ETFs or Mutual Funds to supplement in-house research
|Equity Benchmark||Russell 3000 Index|
|Bond Benchmark||45% Corporates 45% Barclays Aggregate 10% Municipals|
|Total Holdings Range||63-90|
|Top 10 Holdings %||25-40%|
|Initial Position Size||0-5%|
Depending on a client’s investment objectives and attitudes toward risk, this strategy can be applied across a range of risk profiles to ensure the strategy helps a client reach his or her goals. Click to learn more about Risk Tolerance.
|Risk Profiles||Most Conservative||Conservative||Moderate||Balanced||Growth w/Income||Growth||Aggressive-Growth||Most-Aggressive|
Contact Us for Detailed Performance Report
Investment products and strategies are not guaranteed by Little House Capital LLC, are not insured by the FDIC or by any other government agency and may lose value. The performance quoted represents past performance and does not guarantee future results. Performance is gross-of-fees. Results presented are model portfolios and do not represent actual trading. Holdings and allocation may not reflect our current investment views and should not be used as the basis for an investment decision. Determining the suitability of this product will depend on feedback and risk tolerance of individual clients. For legal and tax matters, legal and tax advisors should be consulted. All material is believed to be reliable, but accuracy is not guaranteed. This is not a warranty for liability on decisions based on such information. This is not a solicitation for any order to buy or sell securities and is for discussion purposes only. Performance, risk/reward characteristics, and charts provided by Bloomberg.