Portfolios
Portfolios
Optimizing Returns While Managing Risk
Optimizing Returns While Managing Risk
Successful investing requires carefully balancing risk and return over your chosen investment horizon. This table highlights how our strategies perform in these key areas.
| Name | Average Return | Martin Ratio | Sharpe Ratio |
|---|---|---|---|
| Rebalence Equity-Bond ETF | 14.85% | 7.03 | 0.88 |
| Kellers LAA | 9.54% | 2.22 | 0.85 |
| Classic 60_40 Portfolio | 8.1% | 0.98 | 0.6 |
| S&P500 Total Return (Benchmark) | 10.42% | 0.78 | 0.54 |