Overall, CLS’s Core ETF Strategy seeks to build a focused portfolio that utilizes broad market segment tilts (such as growth, large-cap, or emerging markets) intended to follow CLS’s core investment themes. CLS will typically allocate these portfolios among 8 to 10 ETFs to allow for diversification and keep the portfolio in line with the specified Risk Budget.
CLS considers ETFs to be an ideal complement to our Risk Budgeting Methodology because of their multitude of potential benefits, including transparency, intra-day trading, lower cost, diversification, and more.
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moderate portfolio (Risk Budget 60)