Arbor ETF Portfolios Newsletter

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    Arbor ETF Conservative Portfolio
    Arbor ETF Dividend & Income Portfolio
    Arbor ETF Aggressive Portfolio

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Tortoise & Hare

Arbor ETF Portfolios

The Arbor ETF Portfolios are real-time portfolios consisting of Exchange Traded Funds (ETFs) that are ultra low fee with the vast majority trading commission free at Fidelity Investments. These portfolios are especially beneficial as starter portfolios and can be easily duplicated with portfolios of $2500, or even less.

The Arbor ETF Conservative Portfolio is a real-time global universe portfolio employing an adaptive asset allocation, exclusively using value investing strategies.

The Arbor ETF Dividend & Income Portfolio is a real-time global universe portfolio employing an adaptive asset allocation highly concentrated in dividend and fixed income ETFs. The portfolio will tilt its asset allocation toward equities when valuations are bargains and toward fixed income when equity valuations are high.

The Arbor ETF Aggressive Portfolio is a real time global universe portfolio employing an adaptive asset allocation with value investing strategies plus momentum metrics. The core base of the portfolio is similar to the Arbor ETF Conservative Portfolio. However approximately 25% of the portfolio is based on value and momentum metrics. The goal is to be more heavily invested when equities are rising and more heavily in conservative assets when equities are declining.

While Arbor Investment Planner has used reasonable efforts to obtain information from reliable sources, we make no representations or warranties as to the accuracy, reliability, or completeness of third-party information presented herein. The sole purpose of this analysis is information. Nothing presented herein is, or is intended to constitute investment advice. Consult your financial advisor before making investment decisions.

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