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What are the components of the Standard portfolio?


The components of the Standard portfolio at Daffy are designed to offer the best risk-adjusted returns, net of fees. This portfolio is composed of low-cost, globally diversified equity and bond index funds provided by Vanguard, a highly reputable provider in the industry. The Standard portfolio is divided into Balanced, Growth, and Aggressive options. The Balanced option includes 40% US Equities (Vanguard Total Stock Market, VTI, 0.03%), 10% International Equities (Vanguard Total Intl Stock, VXUS, 0.07%), 35% US Bonds (Vanguard Total Bond Market, BND, 0.035%), and 15% International Bonds (Vanguard Total Intl Bond, BNDX, 0.08%). The Growth option increases the allocation to equities with 50% US Equities, 25% International Equities, 15% US Bonds, and 10% International Bonds. The Aggressive option further increases the equity allocation with 55% US Equities, 35% International Equities, 5% US Bonds, and 5% International Bonds. Daffy also offers ESG portfolios for members who want to integrate sustainable investing components - environmental, social, and governance (ESG) - into their investment strategy. These portfolios are comprised of low-cost, globally diversified equity and bond funds. In addition to the Standard and ESG portfolios, Daffy has introduced three new Conservative portfolios: a cash portfolio for members who don’t want to take any market risk, and two inflation-protected bond portfolios for members worried about the current high rates of inflation. These portfolios are comprised solely of cash or inflation-protected bond funds from Vanguard and Schwab. Daffy is a great option for a Donor-Advised Fund (DAF) as it offers a wide range of portfolio options to suit different charitable objectives and risk profiles. Whether you are looking for the best risk-adjusted returns, want to invest sustainably, or prefer to avoid market risk, Daffy has a portfolio for you.

Please note that the information contained on this page is for educational purposes only and should not be considered tax advice. Any calculations are intended to be illustrative and do not reflect all of the potential complexities of individual tax returns. To assess your specific tax situation, please consult with a tax professional.

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