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Government Loan Portfolio

The Government Loan portfolio was developed for investors with low volatility tolerance seeking a long-term portfolio with high income potential.

  • Volatility* 14.92%
  • Growth Potential** 10.27%
  • Income Potential*** 94.64%

Data as of 01/17/2021

Steps to Creating This Portfolio

1. We scanned for government bond ETFs.

2. We selected the ETFs based on duration and expense ratio.

3. We equally weighted the portfolio with a heavier weight going to short-term durations to reduce volatility risk.

Number of Holdings

4 ETFs

Portfolio Management

Portfolio rebalanced daily to maintain weighting.  Portfolio not actively managed.  Account management offered to all clients on an annual basis at client’s discretion.

 

 

Industries Weighting
Short-term 50.00%
Intermediate Term 25.00%
Long-Term 25.00%

 

 

 

1-Quarter 1-year 3-year (annualized) 5 year (annualized)
-1.06% 2.78% 2.60% 1.84%

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Footnotes:

* Volatility is a measure of price fluctuation when compared to S&P 500 Index.  Portfolio 52-week percentage change divided by S&P 500 Index 52-week percentage change.  50% represents volatility equal to S&P 500 Index, greater than 50% represents volatility greater than S&P 500 Index, and less than 50% represents volatility less than S&P 500 Index.

** Growth potential is a measure potential growth based on 1-year performance when compared to S&P 500 Index. Portfolio 1-year portfolio percentage change divided by S&P 500 Index 1-year portfolio percentage change.  50% represents growth potential equal to S&P 500 Index, greater than 50% represents growth potential greater than S&P 500 Index, and less than 50% represents growth potential less than S&P 500 Index.

*** Income potential is a measure of potential dividend yield based on current dividend yield when compared to the S&P 500 Index. Portfolio dividend yield percentage divided by S&P 500 Index dividend yield percentage.  50% represents income potential equal to S&P 500 Index, greater than 50% represents income potential greater than S&P 500 Index, and less than 50% represents income potential less than S&P 500 Index.

Contact

Phone: (424) 253-6486

9320 Wilshire Blvd. Beverly Hills, CA 90212

craig@greenfinancialsolutions.net

 

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Important Disclosures:  Investing involves risk, including loss of principal.  Past performance does not guarantee or indicate future results.  Please consider, among other important factors, your investment objectives, risk tolerance and Green Financial Solutions pricing before investing.  Diversification and asset allocation do not guarantee a profit, nor do they eliminate the risk of loss of principal.  Actual clients may achieve investment results materially different from the performance provided. Please note that a properly suggested portfolio recommendation is dependent upon current and accurate financial and risk profiles. Clients who have experienced changes to their goals, financial circumstances or investment objectives, or who wish to modify their portfolio recommendation, should promptly update their information and complete a new plan questionnaire through the website. Green Financial Solutions reserves the right to restrict or revoke any and all offers at any time.

Investors should consider the investment objectives, risks, and charges carefully before investing.  

Access to Green Financial Solutions services is only available to clients who accept our investment advisory agreement, and accept Green Financial Solutions' Form ADV and Part 2 Brochures