Claymore Balanced Portfolio Examples

Looking for a balanced base from which to construct a well diversified portfolio?

Here are five sample allocations — ranked in order of risk — for gaining both fixed income/equity and domestic/foreign balance, which you can customize for your specific needs. These solutions are merely examples of how you can use ETFs to build portfolios. Consider these solutions as an all–in–one implementation idea or as a starting point for building your ETF portfolio

CONSERVATIVE ALLOCATION
 Conservative Allocation
INCOME ALLOCATION
 Income Allocation
BALANCED ALLOCATION
 Conservative Allocation
GROWTH ALLOCATION
 Income Allocation
AGGRESSIVE GROWTH ALLOCATION
 Income Allocation
ETF PRODUCTS BY ASSET CLASS




These sample portfolios and allocations are for illustrative purposes only and serve as examples of allocations of assets to various classes of equities and fixed income and are of a general nature only. This does not constitute investment advice to you or any particular investor and any allocation or investment decision you make should be made with the advice of your financial or investment advisor with respect to your individual circumstances and after reading the appropriate prospectuses.

 

 

 

Commissions, trailing commissions, management fees and expenses all may be associated with fund investments. Please read the prospectus before investing. The indicated rate of return is the historical annual compounded total return including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Funds are not guaranteed, their values change frequently and past performance may not be repeated.