In the Conservative Model Portfolio, our goal is capital preservation and income.

Large Cap equities

15% SPY – S&P 500 Index

International Developed equities

5% EFA – iShares MSCI EAFE Index

Fixed Income

18% TIP – iShares Barclays TIPS Bond Fund – Treasury Inflation Protected bonds

31% AGG – iShares Barclays Aggregate Bond Fund – Core bonds

21% BSV – Vanguard Short-Term Bond – Short Duration bonds

Alternative

10% Terrapin Market Neutral

Performance