1. Investment Strategies
What’s right for you?

2. 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.

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

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

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

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