WebDec 11, 2024 · Aggressive portfolio with mid and small-cap orientation. II. Wealth Builder: Cautiously optimistic on markets Wealth Builder suits those who want to invest in stable large-cap stocks. Small- and mid-cap funds … WebMay 5, 2024 · Here is a moderate portfolio example of a mutual fund type which includes 65% stocks, 30% bonds, and 5% cash or money market funds. Place 40% in a large-cap …
Investment Risk Profile Examples: 5 Main Risk Profiles Explained
WebAug 7, 2024 · Generally, aggressive portfolio consists of stocks that have a high beta or are very sensitive to the overall market. These stocks experience greater … Here is an example of a growth portfolio using the basic types of mutual funds: 30% large-cap stock (Index) 25% foreign or emerging stock. 15% mid-cap stock (growth) 15% small-cap stock (growth) 15% intermediate-term bond. Large-cap stocks are companies valued at more than $10 billion. See more There are three basic types of portfolios: aggressive, moderate, and conservative.1Choosing the right one is like choosing rides at … See more A typical growth portfolio split is at least 80% stocks.3It isn't uncommon to find one with 85%–90% in stocks in young investors. To help you find the ratio that might be good for … See more A growth portfolio works well if you can handle high risk and have a time frame of more than 10 years.2You'll be able to include more stocks than a moderate or conservative portfolio does. Mutual funds tend to reduce the … See more A growth portfolio will work well for you if you have enough capital to withstand any losses. It would also work well if you have enough time to … See more jesmond gp practice
A Few Examples of Investment Portfolios - dummies
WebJan 14, 2024 · The Portfolio Details. This portfolio uses the aggressive version of the Morningstar Lifetime Allocation Index geared toward investors retiring in 2055. Such an investor could reasonably use a ... WebAggressive Growth Most Aggressive This asset mix may be appropriate for investors who want to minimize the effect of market fluctuations by taking an income-oriented approach … WebThe Aggressive Risk Portfolio is appropriate for an investor with a high risk tolerance and a time horizon longer than 10 years. Aggressive investors should be willing to accept … jesmond indian