How To Build A Conservative Investment Portfolio

Posted on December 18, 2007 - Filed Under Bonds, Investing, Mutual Funds | 1 Comment

This is in first in a series of posts where we will design and build investment portfolio’s based up different risk levels. The first one we will build is a conservative investment portfolio.

Typical Investor: The Conservative Portfolio is designed for income-oriented investors who are willing to accept only modest volatility and who seek only limited exposure to growth.

Portfolio Volatility: Low

Return Potential: Low

Asset Allocation:

• 25% Stocks
• 45% Fixed Income
• 30% Cash

Description: This kind of portfolio is designed to provide the investor with the income they need through the combination of cash and fixed income securities. The portfolio does offer some growth potential through conservative stock funds.

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Buying Individual Bonds

Posted on November 13, 2007 - Filed Under Bonds, Investing | 2 Comments

Bond’s are a valuable but overlooked component of a successful portfolio. Although the stock market attracts more attention from the financial media, for some investors who are a little uncomfortable with the rarefied levels of the stock market, bonds and bond funds can offer piece of mind and the potential for a pretty good rate of return also.

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