Cash Or Short Term Bond Ladder 5 Years Moderate
0.02%December 31 | MyPlanIQ portfolio symbol P_46399
Use Defined (Fixed) Maturity Funds to Build A Bond Ladder for Short Term Investment Needs:
This portfolio has a ladder of 5 rungs: each represents a year. Investors at the end of a year can either replendish the mature rung using a far out bond fund that will be mature in the 5th year in this portfolio. Or it will be simply left there without replendishing.
For the modeling purpose, this purpose will be updated every year when the first rung's bond ETF terminates.
This portfolio is of risk moderate as it invests in Corporate Investment Grade bonds.
Rung1 BSCD 20%
Rung2 BSCE 20%
Rung3 BSCF 20%
Rung4 BSCG 20%
Rung5 BSCH 20%
Simulated from 6/8/2010