The IncomeMax core portfolio type is generally designed around a 70/30 percent mix of Income/Equity oriented ETF and no load mutual fund choices. IncomeMax contains relatively conservative, stable value investment positions and is constructed to primarily include high current income and conservative, steady growth opportunities.
IncomeMax utilizes top ranking, Low Cost, No Load and closed-ended mutual funds and ETFs that are either actively managed or passive market indexes. The IncomeMax core portfolio type includes GuardRail Technology for risk management in extended market downturns. Recommended to be utilized as a 100% of an investor’s portfolio or used to supplement other core portfolio types to temper their risk parameters. (note: the 360portfolios methodology strives to manage risk of loss but there is no guarantee of it being successful or in the losses being only short term.)