9 sample portfolios

Use the following information and sample investment mixes to help you build a portfolio from the plan's individual portfolio options.

Income

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.

 

100% bonds

 

20% stocks

80% bonds

 

30% stocks

70% bonds

Balanced

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.

 

40% stocks

60% bonds

 

50% stocks

50% bonds

 

60% stocks

40% bonds

Growth

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.

 

70% stocks

30% bonds

 

80% stocks

20% bonds

 

100% stocks