Membership Plan: Lite
Risk Factor: Conservative
Stock Allocation: SPY (60%), TLT (20%), XOM (10%), T (5%), TBB (5%)
Description:
6040 consists of a 60% allocation to the SPY (SP&500) and a 40% allocation to income generating/dividend stocks. A 60/40 portfolio is a classic Markovitz (Modern Portfolio Theory) portfolio and represents the most commonly offered product by financial advisors. The Flip difference is using our AI to hold more aggressive instruments on both the yield side to tweak the income portion of the portfolio and let the AI handle the correlation risk of the portfolio as a whole