The target is to deliver an average annual return of 10 % over a full business cycle, with less risk, in terms of drawdown, than a balanced portfolio (50 % SPY, 50 % IEF).
However, there is no guarantee that these targets will be achieved.
The target is to deliver an average annual return of 10 % over a full business cycle, with less risk, in terms of drawdown, than a balanced portfolio (50 % SPY, 50 % IEF).
However, there is no guarantee that these targets will be achieved.