Capital Shield
Keep your money safe and accessible.
Overview
A low-risk strategy designed to preserve your capital. Perfect if you're looking to protect what you have, avoid volatility, and keep funds available when you need them.
Portfolio:
Investing in treasury bills, short-term government bonds, and money market funds to protect principal and maintain liquidity.
Time Horizon: Short-term
Risk Level: Low
Best For: Conservative investors, retirees, or short-term savers
Highlights
Low volatility, high credit quality
4% annualized return (1Y)
Drawdown <10%