Disclaimer for charts: Investors cannot invest directly in an index. Past performance is no guarantee of future results. Strategies striving to mirror an index will have different returns due to tracking error, management fees and trading expenses. STIR Research is intended for a professional audience for informational purposes only and is not a recommendation to buy or sell any security, nor is it intended as specific advice for any individual investor’s portfolio. STIR is NOT a registered investment advisor or broker-dealer. STIR provides experienced independent quantitative research.

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Most investor’s retirement or investment portfolios have a preset allocation between equities and bonds: 80% equities/20% bonds, 60% equities/40% bonds, etc. STIR suggests an alternative to traditional allocation that is more dynamic and could offer additional diversification benefits, the potential of higher returns with less risk.

The risk managed LVRD Index of ETFs with rising dividends is a bridge between equities and bonds. The Index has many of the advantages of equities (long term capital appreciation) and provides the potential of a steadily rising income flow (better than a fixed flow from bonds).

The following charts and tables are provided to inform and compare the performance of the LVRD Index versus equities or bonds.

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