Portfolios
Balanced Investor….Growth & Income Strategy
The Growth and Income portfolio holds 10-20 securities. It is diversified across many sectors and embraces both strategic and tactical strategies. Its goal is to gain 70- 80% of the markets return in a rising market with only half of the downside losses in bear markets. Its designed for investors who want consistent growth and income with moderate volatility. The tactical components manage risk to gain returns in markets trending up and limit losses in markets trending down.
Growth Investor….Capital Appreciation Strategy
The Capital Appreciation portfolio will hold 10-20 securities and is designed for long term growth. Investors with a long term time horizon of at least 5 years and the ability to handle volatility should consider this strategy for some of their long term retirement funds. It will contain some tactical components to mitigate downside risk, but the main goal of this portfolio is to grow in excess returns of the Vanguard total stock market index.
Income Investor….Capital Preservation and Income Strategy
The income portfolio will hold 5-15 securities in this portfolio. It is designed for investors who are conservative and want to preserve their capital while earning a decent interest rate on their principal. Investors who have at least a 1 to 2 year time horizon and want to returns in excess of savings accounts and CD rates should consider this portfolio with a portion of their nest egg.
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| portfolios.pdf | 182.78 KB |
