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
