Dynamic Equity Income / DEI

Investment Objective

Seeks to balance current income for the portfolio with the desire for income to grow over time with an emphasis on equities.

Implementation: Advantage

Bonds, Stocks & ETFs

Implementation: ETF Advantage

ETFs Only


30% Bloomberg US Aggregate Bond Index TR

Time Horizon

7 - 10 Years

Balanced Solution

Portfolio Overview

Seeks to provide current income to the portfolios, with fixed income instruments used to supplement income and modestly dampen portfolio volatility.

The portfolio’s 7-10 year investment horizon typically results in an investment strategy concentrated in equity securities across multiple asset classes, including international equity securities (both developed and emerging market) and fixed income investments offering income and the potential to diversify some of the portfolio's equity investment risks. The portfolio is constructed by our asset allocation, security selection, and risk management processes.

All investments in securities, including this portfolio, include a risk of loss of principal (invested amount) and any profits that have not been realized. Performance of any investment is not guaranteed. Markets fluctuate substantially over time, and have experienced increased volatility in recent years due to global and domestic economic events. Fixed income securities also carry inflation risk, liquidity risk, call risk and credit and default risks for both issuers and counterparties. In a rising interest rate environment, the value of fixed-income securities generally declines. Diversification does not guarantee a profit or protect against a loss. Investments in international and emerging markets securities include exposure to risks such as currency fluctuations, foreign taxes and regulations, and the potential for illiquid markets and political instability. Please see the end of this page for more disclosures.


Sustain ~ More Aggressive

Goal: Prepare
Outcome: Growth/Income

Dynamic Equity Income seeks greater growth of capital by having more stocks and a more global portfolio compared to our portfolios that target shorter time horizons. It is best suited for investors who have a 7-10-year investment time horizon and are willing to accept larger swings in portfolio value in order to try and achieve greater returns.

Distribute ~ More Aggressive

Goal: Spend
Outcome: Income

Dynamic Equity Income is a higher risk option for investors in the distribution phase but is designed to deliver potentially higher returns over a 7-10 year holding period. Best suited for investors who are able to tolerate greater swings in portfolio value.