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Performance overview - Retirement Strategy

This Strategy is designed for investors seeking:
An "all season" multiple-asset approach combined in a single, longer term retirement solution.
Longer term capital appreciation with greatly reduced volatility over various market environments.




Growth of One Dollar versus Benchmark

*The Blended Retirement Benchmark is multiple-market retirement solution consisting of 30% VTI, 40% TLT, 15% VGIT, 7.5% DBC, and 7.5% IAU.



Rolling Returns and Tracking to Benchmark

*The Blended Retirement Benchmark is multiple-market retirement solution consisting of 30% VTI, 40% TLT, 15% VGIT, 7.5% DBC, and 7.5% IAU.





Click for an explanation of metric terms.

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