AOK ETF

The iShares Core Conservative Allocation ETF is a balanced fund suitable for conservative investors. AOK has a significant overweight in fixed income, primarily through IUSB and IAGG. The recent decline in intermediate rates has benefited AOK's performance.

iShares Core Conservative Allocation ETF is a convenient, automatically rebalancing fund that provides exposure to global equity and fixed-income markets. The AOK ETF includes a mix of fixed income and equity funds, with a conservative risk profile and minimal drawdown potential for conservative investors. AOK offers a simple, cost-effective solution for building a diversified core portfolio, but may underperform more growth-focused solutions in the long term due to reduced equity exposure.

The iShares Core Conservative Allocation ETF (AOK) is a stock-and-bond fund with a large allocation to bonds and a smaller allocation to equity funds. AOK outperformed the S&P 500 in terms of efficient returns through 2021, but things have taken a turn for the worse. AOK struggled in 2022 due to high inflation and rising interest rates, but there are signs that it may recover.

Here is a retirement portfolio for the year 2024 that investors can pursue.