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What Is A Sample Of Moderately Conservative Portfolio Consists Of
The Four Steps To Financial Freedom - Sean Toh
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Step1 - The road to financial freedom is to have great health so that you are in good shape to learn.

 

Step 2 - An open mindset to start learning and practicing what you have learned.
Step 3 - Investing your time in your financial & health education so that you are in control of your life to create wealth to enjoy a better life.

 
Step 4 - Enjoy the wealth that you have created because you have been taking care of your health.

Getting Rich Is Just A Change Of Mindset - Sean Toh

 

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The Moderately Conservative Portfolio

The Moderately Conservative Portfolio invests most of its assets in conservative investments, while providing some exposure to the growth potential of stocks. Sample Moderately Conservative Portfolio 30% Stable Value Fund 30% Bond Index Fund 15% Stock Market Index Fund 10% International Developed Countries Fund 5% Strategic Value Fund 5% Growth Fund 5% Small Company Fund.

This is just a sample of a moderately conservative portfolio for those investors who are not tolerance to very high risk. Of course, there are many combination but basically the portfolio consists 30% Fixed Income, 30% Bonds and 40% Stocks.

By Mutual of Omaha Insurance Company

   
 

 

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