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BIA Model Portfolio Change – Core Wealth Allocation

The BIA Core Wealth Allocation model portfolio has reduced the position in the iShares Aggregate Bond ETF (AGG) and added to the iShares 1-3 year Treasury ETF (SHY).

 

 

DISCLAIMER: Nothing in this article should  be construed as a personal recommendation or investment advice.  Nor should anything in this article be construed as an offer, or a solicitation of an offer, to sell or buy any particular investment security.   Investors should conduct their own due diligence and seek the advice of a financial and/or investment  professional before making any investment decisions.

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