Investment Strategies

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Presentation transcript:

Investment Strategies What’s right for you?

Lowest Risk Large percentage to bonds and money market accounts In the stock market only to offset inflation Capital Preservation Model Goals not related to beating the market.

Mild Risk Still mostly focused on capital preservation High dividends and coupon payments Current Income Strategy

Moderate Risk Balance of growth potential (risk) and income Longer time horizon (5+ years) Balanced Portfolio Strategy Divided almost equally between stocks and bonds

High Risk Significant value fluctuations Longer time horizon (5+ years) Capital Growth Strategy Bonds provide some diversification and risk protection

Extremely High Risk Significant value fluctuations Almost all equities Cash equivalents only to maintain liquidity