Moderate Portfolio
The Moderate Portfolio comprises 60-50% equity sector ETFs with the remainder invested in bond sector ETFs, precious metals, real estate, and cash. This composition varies over time, according to the expectations of the portfolio managers, and is recommended for those investors who have a moderate tolerance for risk and wish to accept the volatility that this asset allocation implies in exchange for a higher return. The Moderate Portfolio is subject to fluctuations in the financial markets and this may result in negative returns of moderate intensity during certain periods of time, as can be seen in the corresponding performance graphs.
The Moderate Portfolio is predominantly invested (approx. 66%) in financial instruments that reflect North American issuers. The rest of the portfolio is invested in Asia, Israel, and Europe.
The graphs and tables in the link below represent the composition and historical performance of this portfolio are indicative only and should not be considered as faithfully representing the Investment Portfolios of real investors in the Moderate Portfolio.
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