We provide ETFs and analytics to help advisors fine-tune portfolios to meet their clients' risk objectives.
Salt Portfolio Strategies offer advisors and investors simple models featuring core truBeta building blocks in combination with third-party ETFs. They are designed to illustrate the power of truBeta as a portfolio construction tool to complement a core investment strategy.
All portfolios are rebalanced once annually, on December 31st, re-allocating to their initial asset allocations.
|Name||truBeta||Last||Day||MTD||3M||YTD||Since Inception||Inception Date|
20% High truBeta
80% iShares 7-10 Yr Treasury (IEF)
35% High truBeta
65% iShares Core
US Aggregate Bond (AGG)
30% High truBeta
70% SPDR S&P 500 ETF (SPY)
Calculated as of Jul 2, 2020. All Portfolio Strategies are managed and calculated by SFI using data provided by Morningstar.
truBeta™ estimates are forecasts are based on Salt Financial analytics as of the calculation date.