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Margaretville

The bond market is large and complex, so it’s important to know what’s in your portfolio. The simple way to diversify bond part of the portfolio is to split is on two – US Treasures and Corporate bonds.

US Treasuries ETFs invest primarily in U.S. Treasury Notes of various lengths. Treasuries are among the most popular and safest bonds available, since the likelihood of the U.S. government defaulting on its debt is extraordinarily unlikely. TLT is one of the most popular options for investors seeking to establish exposure to long-dated Treasuries, is efficient from a cost perspective, offers exposure to hundreds of individual securities, and delivers impressive liquidity to those looking to execute a trade quickly.

Corporate Bong ETFs offer exposure to high-quality corporate bonds. Investment grade bonds are defined as having a credit rating of BBB or higher, which means they are at a very low risk of default. LQD is the most popular option for investors looking to gain exposure to investment grade corporate bonds, making it a useful tool for those looking to access a corner of the bond market that should be a core component of any long-term, buy-and-hold portfolio.

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Balanced ETF strategy

This portfolio is perfectly balanced between stock and bonds in search of stable growth. This highly researched, global diversification across six asset classes helps mitigate risk in most market environments. Due to its balanced weighting, this portfolio will generate notable amounts of annual revenue from dividends. This portfolio will experience average ups and downs with market movements. It is ideal for investors in their fifties or those with a significant time horizon who prefer stable portfolio growth.

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High Growth

This portfolio has a highly aggressive emphasis on stocks in search of maximum growth and inflation protection. This highly researched, global diversification across six asset classes helps mitigate risk in most market environments. Due to its heavy stock emphasis, this portfolio will generate the smallest amount of annual revenue from dividends. This portfolio will experience the largest ups and downs with market movements. It is ideal for investors in their teens or twenties or those with a long time horizon who are comfortable withstanding large market swings in search of growth.

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US Domestic Value

Value Investors seek mispricing between the market price of a company today and its believed intrinsic value. This portfolio is for investors who believe that market inefficiency and company mispricing is temporary. They believe such companies will reach their real value in the long-term. Being more mature and well-defined companies, value stocks have traditionally provided higher dividends and income than growth stocks.

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US Domestic Dividend

The Domestic Dividend portfolio provides exposure to U.S. companies with larger than average dividend distributions. This strategy was built for people seeking continuous dividend income from U.S. companies. Dividends provide income investors with cash flow.

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A Conservative model

When you invest in anything, be it exchange traded funds (ETFs), mutual funds, or individual stocks and bonds, there’s always a bit of a gamble involved. (Even when you decide not to invest, by, say, keeping all your money in cash, stuffed under the proverbial mattress, you’re gambling that inflation won’t eat it away or a house fire won’t consume it.) Thus, the best investment advice ever given probably comes from Kenny Rogers:

You got to know when to hold ’em, know when to fold ’em

Know when to walk away and know when to run.

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