NUWEALTH’s ETF PORTFOLIO UPDATE - Dec 11, 2020

$5,808

NuWealth’s Core ETF Portfolio (CEP) closed the week at $5,808. Although down slightly from the prior week, the CEP is up over $800 (16%) in 2020. And if viewed over an even longer time frame, CEP gains are even more substantial. The "CEP - SPY/AGG PORTFOLIO" chart below demonstrates that if we had made our $5000 initial investment in 2015, it would be worth  $7954 today -- 60% profit in 5 years.

WHAT IS THE CORE ETF PORTFOLIO?

NuWealth CEP’s primary goal is to generate a short-term return of 3% to 5% within 3 months, while mirroring the longer-term returns of the typical moderate risk 401(k) mutual fund portfolio. The CEP is a combination investment in which we allocated $5,000 between SPY (75%) and AGG (25%) - 2 of the most heavily traded Exchange Traded Funds (ETFs) on the market. SPY is an equity ETF that tracks the S&P 500 index. AGG is a fixed income ETF that tracks the Barclays U.S. Investment Grade Bond Index.

IS THERE A MINIMUM OR MAXIMUM PORTFOLIO HOLDING TIME?

Suggested minimum of 3 months. No maximum. CEP can yield attractive short-term returns, but can also be held as a long-term investment. When viewed over a 5-year period, a $5,000 CEP investment made in 2015 would be worth $7954 today, a gain of over 50%.

DISCLAIMER

Neither NuWealth Trading, Inc (Company) nor any of its owners, managers, employees, agents or independent contractors is, in such capacities, a licensed financial advisor, registered investment advisor, registered broker-dealer or FINRA | SIPC | NFA- member firm. Examples presented on Company’s website including video tutorials, indicators, strategies, articles, emails, reports, downloads, and all other content of Company’s products are provided for informational and educational purposes only.