|
Model Portfolios
Aggressive
Growth
Balanced Growth
Balanced
Balanced Income
Capital Preservation
Fixed Income
|
 |
| Fixed
Income |
| |
| Appropriate
for the investor who does not seek capital appreciation or is
not willing to endure deviations in principal normally
associated with equity investments. This investor will have
either a short time horizon or a lower risk
tolerance than the most conservative investor. While this
portfolio is designed to generate income, minor fluctuations in
principal value may occur.
|
| |
 |
| |
Bond
| 30%
limited term govt. (1-3yr duration) |
| 20%
govt. bonds |
| 20%
all bond (diversified high grade) |
| 20%
corporate (high grade) |
| 10%
corporate (high yield) |
|
100% |
| |
|
|
|
|
|
|
|
|
|
|
| These
sample portfolios are not intended to represent investment
advice that is appropriate for all investors. Each investor's
portfolio must be constructed based on the individual's
financial resources, investment goals, risk tolerance,
investing time horizon, tax situation and other relevant
factors. The categorization of sample portfolios as
"fixed income", "capital preservation",
"balanced income", "balanced", "balanced
growth", "growth", and
"aggressive growth" is relative. Foreign investing
has special risks, including currency exchange fluctuations, foreign
taxes and possible delays in settlement |
|
|
|
