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Mild- Aggressive ETF Fund

Objective:
The Mild - Aggressive fund was developed for investors seeking aggressive long-term capital growth with high volatility, while having a long-term goal (more than 10 years from now).
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The fancy words:
Our Mild - Aggressive fund consists of ETF's selected to provide a diversified asset allocation for the designated risk tolerance and time frame.

Asset allocation is a diversification strategy to better enable risk management. In general, a portfolio that holds different asset classes—such as bonds, domestic, and international stocks—can help reduce the volatility of returns, since asset classes tend not to move in tandem.

  • Performance
  • Details
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Last Updated: October 1, 2019
Inception Date: August 24, 2012
​Date Funded: September 19, 2012**
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Returns
YTD
20.49%
1 Year
7.96%
3 Year*
9.82%
5 Year*
8.78%
Volatility
13.02%
Dividend Yield
1.72%
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How this portfolio was created.

  1. We gather data examining multiple exchange-traded funds (ETF's) according to their market capitalization, the diversity of the fund’s holdings, volatility, and expense ratios; along with quarterly, annual, and lifetime returns.
  2. We apply a capital asset theory model in order to achieve broad asset allocation and diversification.
  3. We weight each ETF in the folio based on the risk factor and time horizon targeted for the portfolio.  
​
Number of Securities. There are generally 10 securities in this portfolio
Update Frequency: Quarterly.

If the characteristics of the portfolio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a portfolio has been updated that you place orders to update your holdings.

Past performance is no guarantee of future results.
See how returns are calculated

* Three year and five year returns are annualized.
** Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.For information on how the performance is calculated click here. For information on why your performance may differ from the performance posted click here.

Portfolios are managed by jazzWealth and Folio Institutional. Folio Institutional is a FINRA registered broker-dealer, CRD #48015, SEC #52009. jazzWealth and Folio Institutional are unaffiliated entities. ​Performance metrics prior to inception (4/18/2016) of jazzWealth are solely those of Folio Institutional. ​


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Form CRS as of 7/27/2020
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Custody and Data Provided By:
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Jazz Wealth Managers, Inc. (CRD #282807 / SEC# 801-113840) is registered as an SEC registered investment advisory firm. 
 
Past performance is not a guarantee of future results.  Any historical returns, expected returns, or probability projections may not reflect actual future performance.  The material contained herein has been prepared from sources and data we believe to be reliable but we make no guarantee as to its accuracy or completeness.  The material is published solely for informational purposes and is not an offer to buy or sell or solicitation of an offer to buy or sell any security or investment product.  This material is not to be construed as providing investment services in any jurisdiction where such offers or solicitation would be illegal. 
 
You should be aware that investments can fluctuate in price, value and/or income, and you may get back less than you invested.  Investments or investment services mentioned may not be suitable for you, and if you have any doubts, you should seek advice from your investment advisor representative.

Folio Investments, Inc. is a member of the Securities Investor Protection Corporation (SIPC). A brochure explaining the coverage provided by SIPC is available on SIPC’s website at www.sipc.org. In addition to SIPC coverage, it has purchased supplemental customer securities insurance. Neither SIPC nor the supplemental insurance coverage protect against losses resulting from a decline in the market value of securities.

​Brokerage, custody and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC. Folio Investments, Inc. is an affiliate of Goldman Sachs & Co. LLC and a subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. The Goldman Sachs Group, Inc. and its subsidiaries and employees are engaged in businesses and have interests other than the services provided by Folio Investments, Inc.


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© Copyright 2020 Jazz Wealth Managers, Inc.

  • Home
  • Services
    • How we invest
    • Rollovers
    • chat with jazz
    • Guess the Dow!
    • Resources >
      • Blog
      • Retirement Investing
      • Personal Finance Investing
  • Client Center
  • Waitlist