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Our Risk-Free Portfolio
The Risk-Free Portfolio is designed for institutions and organizations seeking maximum capital protection with minimal exposure to market volatility. This plan focuses primarily on cash and cash equivalents, providing high liquidity and stability while delivering modest returns.
It is suitable for short-term investment horizons or situations where capital preservation is the primary objective.
Investment Portfolio Composition
Asset Type | Percentage | |
|---|---|---|
Cash and Cash Equivalents | 100% | |
Stocks, Options, and Stock ETFs | 0.00% | |
Mutual Funds | 0.00% | |
Other Assets | 0.00% | |
Loans | 0.00% | |
Tradable Government Bonds | 0.00% | |
Deposits | 0.00% | |
Non-Tradable Corporate Bonds | 0.00% | |
Tradable Corporate Bonds and Bond ETFs | 0.00% |
Annual Returns
Period | Pertcentage |
|---|---|
Last 12 months | 4% |
3 years cumulative | 7.5% |
3 years average | 2.7% |
5 years average | 2% |

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