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Balanced ETF Strategy Portfolio

Balanced ETF Strategy Portfolio

The ETF Balanced Portfolio is a portfolio of 50% Equity / 50% Fixed Income ETF’s allocated across a number of broad market ETF’s.  Equities are Large Blend, and Fixed Income is short-term.


Investment Strategy

Oakford Park Wealth offers low cost, low commission ETF (Exchange Traded Funds) Strategic Portfolios for broad diversification of client investments in multiple asset classes.  Each ETF has been rated 3 Stars or Higher on Morningstar Ratings, and preferably 4 Stars and higher with Gold/Silver/Bronze awards.


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