Membership Plan: Advanced
Risk Factor: Moderate
Stock Allocation: SPY (33%), T (10%), XOM (10%), BAC (6%), AAPL (5%), FB (5%), GBTC (5%), MSFT (5%), TSLA (5%), CCL (4%), CHEF (4%), HAL (4%), PAA (4%)
Mod+ is a blend of 1/3 exposure to the overall market through the S&P500 proxy SPY, a 22% blend of recovery stocks, a 10% allocation to the stabilizer of ATT, and a final third to high tech stocks. This portfolio pays relatively high dividends on just over 50% of the allocations as well. Despite having no yield bearing instruments (bonds) this portfolio can be used by investors who are moderately aggressive given the high tech and recovery components and marginally conservative given that despite expected volatility, dividends remain high. This Smartfolio has both upside potential and a level of downside protection given the dividends (as opposed to bond yields).