9 sample portfolios
Use the following information and sample investment mixes to help you build a portfolio from the plan's individual portfolio options.
An income-oriented investor seeks current income with minimal risk to principal, is comfortable with potentially modest long-term growth of principal, and has a short- to mid-range investment time horizon.
A balance-oriented investor seeks to reduce potential volatility by including income-generating investments in his or her portfolio and accepting potentially moderate growth of principal, is willing to tolerate short-term price fluctuations, and has a mid- to long-range investment time horizon.
A growth-oriented investor seeks to maximize the long-term potential for growth of principal, is willing to tolerate possibly large short-term price fluctuations, and has a long-term investment time horizon. Generating current income isn't a primary goal.