| |
|
Main Menu |
|
|
|
Winning Edge
System |
|
|
|
|
|
Winning Edge System
631-423-8402 |
|
|
|
Welcome! |
|
Moderate Conservative
Portfolio for 20<RTI<40
An
investor with a RTI score between 20 and 40 is identified as a
moderately conservative. This investor type depicts more tendency
and tolerance for risk than the conservative investor. A typical
candidate for this type of investor is a retired individual or one
who is just about to retire. His main investing goal is to protect
his assets from inflation while producing some supplementary income.
The moderately conservative investor doesn’t mind type take some
small risk as log as the risk is not too detrimental to his assets.
|
Conservative Portfolio Model for 40<RTI<60 |
|
Asset
Class |
Allocation |
|
Money Market/TIPS |
5% |
|
Bonds |
50% |
|
Large Cap
|
21% |
|
Small Cap
|
17% |
|
International/Global
|
7% |
|
|
|
Winning
Edge System and Portfolios Monitor |
| 6 Months Subscription |
$599 |
|
| One Year Subscription |
$999 |
|
| Winning Edge Investment System -
Includes a comprehensive manual, proprietary
indicators, and private tutoring sessions. |
$4900 |
|
Read Risk Disclosure |
|
|
|
|
|
|