Conservative
conservativeLower volatility portfolio emphasizing capital preservation, dividend income, and defensive sector positioning.
Performance
Week to Date
+0.42%
Month to Date
+1.53%
Year to Date
+9.10%
1 Year
+12.40%
Allocation
Dividend / Value30%
Bonds / Fixed Income25%
Utilities / Staples20%
Healthcare10%
Cash15%
Holdings
| Symbol | Weight |
|---|---|
| JNJ | 7.5% |
| PG | 6.8% |
| KO | 5.5% |
| BRK.B | 5.2% |
| VZ | 4.8% |
| PEP | 4.5% |
| MCD | 4.0% |
| TLT | 8.0% |
| SCHD | 6.0% |
| BND | 5.5% |
Last updated: Apr 18, 2026, 4:00 PM EDT