The Dynamic Moderate Strategy is a dynamic asset allocation strategy designed to provide enhanced return, reduced volatility, and reduced peak-to-trough drawdown compared to naïve buy-and-hold strategies. The portfolio has a long term strategic risk target comparable with a portfolio of 60% equity and 40% fixed income. The strategy may be appropriate for investors who have a moderate tolerance for risk and a time frame greater than five years. Normally, the portfolio holds 12 to 50 liquid ETFs/ETNs.
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