Model Portfolios for Every Investor
Score Strategy % Stocks % World % fixed Income % Cash 5 or less Most aggressive 70 20 5 5 6 – 11 Aggressive 60 20 15 5 12-15 Balanced 45 15 35 5 16-19 Conservative 30 10 50 10 20 or more Most Conservative 30 0 50 20 Leading Sector Allocation --- would represent 20% of the Stock Percentage. Example: For Aggressive Model --- $100,000 ................
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