CORE – First Trust®

Core - First Trust

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$25,000Minimum Investment 5Number of Portfolios

Investment Objective

The CORE First Trust® Portfolio Series utilizes diversified risk exposure as the foundation of an investor’s portfolio. By incorporating risk-based allocations combined with efficient index ETFs, long term asset allocation goals can be achieved while controlling volatility.

Portfolio Philosophy

We believe a strategic allocation paired with periodic rebalancing will result in long-term performance matching or exceeding its benchmark.

  • Passive ETF Selection – Invest in what we believe are the best possible ETFs that minimize tracking error and cross-correlation, while also delivering maximum overall performance per unit of risk.
  • Risk Management – By maintaining a portfolio consistent with the desired risk category and rebalancing between growth and value across asset classes; overall reward to risk can be optimized by constructing portfolios on the efficient frontier and rebalancing as necessary to maintain an ever-changing optimal mix of ETFs based on total portfolio risk.
  • Consistency – Aim to provide investors long term growth along with the knowledge that the CORE portfolios are always fully invested and rebalanced as necessary to manage
    overall risk.

Product Profile

Management StyleStrategic
Number of Positions13-14*
BenchmarkBloomberg US Agg Bond TR Index/
MSCI ACWI TR Index**

Lead Portfolio Manager

Mitch Ehmka, CFA®, CIPM®

Director of Trading and Co-Portfolio Manager

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* Depending on risk tolerance
** Bloomberg Total Bond Index / All Country World Index, % depending on risk tolerance

Performanceas of 3/31/2022

Conservative Portfolio

6.13%Standard Deviation

-4.53%QTD

-4.53%YTD

-2.67%1-YR

7.48%Since Inception

Moderate Conservative Portfolio

6.45%Standard Deviation

-4.73%QTD

-4.73%YTD

-1.33%1-YR

7.56%Since Inception

Balanced Portfolio

8.06%Standard Deviation

-4.86%QTD

-4.86%YTD

-0.17%1-YR

12.75%Since Inception

Moderate Aggressive Portfolio

11.83%Standard Deviation

-5.00%QTD

-5.00%YTD

0.82%1-YR

22.61%Since Inception

Aggressive Portfolio

13.44%Standard Deviation

-5.17%QTD

-5.17%YTD

1.99%1-YR

26.87%Since Inception

The performance data shown is through the date listed above and represents past performance for the composite.  The composite includes all discretionary accounts managed in accordance with the strategy.  Past performance is no guarantee of future results.  Current performance may be lower or higher than the performance data quoted above.   There is no guarantee that any investment strategy will achieve its objectives.  “Net of Max Fee” represents performance that has factored in an assumed fee of 1.75% (0.25% model fee plus 1.50% advisor fee).

Allocationsas of 3/31/2022

Conservative Portfolio

Allocations are subject to change without notice.

Moderate Conservative Portfolio

Allocations are subject to change without notice.

Balanced Portfolio

Allocations are subject to change without notice.

Moderate Aggressive Portfolio

Allocations are subject to change without notice.

Aggressive Portfolio

Allocations are subject to change without notice.

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