Exchange Traded Fund Strategies
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Exchange Traded Funds
Stella Nova ETFs Level 1
Objective: Accumulation of Wealth
Focus: Global Diversification
Based on your risk and return profile, Stella Nova will select ETFs from five risk-based portfolio strategies that seek long-term growth.
Portfolio:
Aggressive Growth
Objective: Predominantly focuses on growth of capital resulting in a very high exposure to equities.
Portfolio:
Growth
Objective: Provides a predominant consideration to growth of capital with high exposure to equities compared to fixed income.
Portfolio:
Moderate
Objective: Provides a moderate consideration to growth of capital with a high exposure to equities compared to fixed income.
Portfolio:
Conservative
Objective: There is a consideration to growth of capital with a slightly higher exposure to fixed income compared to equities.
Portfolio:
Ultra Conservative
Objective: Provides some consideration to growth of capital with a high exposure to fixed income compared to equities.
Exchange Traded Funds
Stella Nova ETFs Level 2
Objective: Preservation of Wealth
Focus: Global Diversification + Risk Management
Select an ETF from one of five risk-based strategies that look to capture market upside and protect from the downside, helping you manage risk while you look to preserve your wealth.
Portfolio:
Aggressive Growth
with Risk Management
Objective: Seeks to maximize long-term capital appreciation with a focus on risk management to preserve capital.
Portfolio:
Growth
with Risk Management
Objective: Seeks long-term capital appreciation through exposure to global equity markets with a focus on risk management to preserve capital.
Portfolio:
Moderate
with Risk Management
Objective: Seeks modest long-term capital appreciation while managing risk and preserving capital.
Portfolio:
Conservative
with Risk Management
Objective: Seeks to stabilize long-term growth while managing risk and preserving capital.
Portfolio:
Ultra Conservative
with Risk Management
Objective: Seeks modest asset growth while managing risk and preserving capital.
Exchange Traded Funds
Stella Nova ETFs Level 3
Objective: Distribution of Wealth
Focus: Spend Longevity
Select from different spend rates (7%, 6%, 5%, 4%, 3%) in a diversified strategy that seeks to promote longevity and manage loss during market volatility.
Portfolio:
7% Spend
Objective: Targets a 7% spend rate through exposure to both global equity and fixed income markets while also seeking to mitigate loss during periods of market volatility.
Portfolio:
6% Spend
Objective: Targets a 6% spend rate through exposure to both global equity and fixed income markets while also seeking to mitigate loss during periods of market volatility.
Portfolio:
5% Spend
Objective: Targets a 5% spend rate through exposure to both global equity and fixed income markets while also seeking to mitigate loss during periods of market volatility.
Portfolio:
4% Spend
Objective: Targets a 4% spend rate through exposure to both global equity and fixed income markets while also seeking to mitigate loss during periods of market volatility.
Portfolio:
3% Spend
Objective: Targets a 3% spend rate through exposure to both global equity and fixed income markets while also seeking to mitigate loss during periods of market volatility.
Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. Strategies are subject to risks including general market risk and risks related to currency fluctuations and economic conditions. Underlying investments fluctuate in price and may be sold at a price lower than the purchase price resulting in a loss of principal. The underlying investments are neither FDIC insured nor guaranteed by the U.S. Government. There may be economic times where all investments are unfavorable and depreciate in value. Clients may lose money. Risk mitigation is NOT a guarantee. Risk mitigation is a strategy that seeks to limit exposure and mitigate loss by changing investment components. Future returns are not guaranteed, and a loss of original capital may occur. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. No strategy assures success or protects against loss. All investing involves risk including loss of principal. ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF’s net asset value (NAV). Upon redemption, the value of fund shares may be worth more or less than their original cost. ETFs carry additional risks such as not being diversified, possible trading halts, and index tracking errors. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
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