CORE INCOME

PORTFOLIO OVERVIEW

START DATE: 2006-12-31

END DATE: 2023-12-31

311. 34 %

PORTFOLIO RETURN

$ 41,134 .01

CURRENT VALUE

CORE INCOME MODEL OVERVIEW

CURRENT ALLOCATION

1
2
3
4
5
6
1

ALLOCATION 70%-85% EQUITY 16.66%

2

CONVERTIBLES 16.66%

3

EMERGING MARKETS BOND 16.66%

4

NONTRADITIONAL BOND 16.66%

5

REAL ESTATE 16.66%

6

UTILITIES 16.66%

SAMPLE MODEL EXPOSURE

CORE INCOME MODEL PERFORMANCE

Benchmark | iShares Core US Aggregate Bond ETF