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This could be right for you if your primary goal is to preserve capital and prevent loss in your investment portfolio. If you are retired or approaching retirement and relying on your investments to generate income and cover living expenses or have a limited time to recoup losses if markets decline, this would be an appropriate strategy for you.
This could be right for you if you’re seeking current income and stability, with modest potential for increase in the value of your investments.
Income with Moderate Growth
This could be right for you if you’re seeking current income and stability, with the potential for moderate increase in the value of your investments.
- Bonds 70%
- Cash 5%
- Stocks 25%
This could be right if you look to reduce potential volatility by including income-generating investments in your portfolio and accept moderate growth of principal, are willing to tolerate short-term price fluctuations, and have a mid- to long-range investment time horizon.
- Bonds 47%
- Cash 5%
- Stocks 48%
Good option for long-term investors looking for good growth potential and don’t need current income. If you’re comfortable with a fair amount of volatility, this could be an appropriate choice for you.
- Bonds 25%
- Cash 5%
- Stocks 70%
Appropriate for long-term investors looking for high growth potential and don’t need current income. If you are comfortable with the possibility of significant year-to-year volatility in value in exchange for potentially high long-term returns, this could be right for you.
The profile shown is for illustrative and educational purposes only. Your decision to allocate percentages is based on many factors, including your investment objectives, financial situation and needs. It is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary, consult a qualified tax advisor, CPA, financial planner or investment manager.