A Portfolio of Funds and ETFs

A model portfolio for Sand Hill Advisors uses both mutual funds and ETFs to allocate across asset classes and geographies.

As the investment firm braces for higher interest rates by paring back on fixed-income exposure, the managers retain 4% of the portfolio in the iShares Barclays TIPS Bond Fund (TIP).  For mid-cap exposure, the firm allocates 5% of the portfolio to the iShares S&P MidCap 400 ETF (IJH).

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