Account Overview: Conservative Strategy
|Current YTD — 2018||-0.225%|
Performance Overview (as of 11/30/18)
|One Year (2017)||5.566%|
|Life to Date||3.015%|
Inception Date: October 2009
Market Value vs. Net Investment
Distribution by Sector (as of 12/31/17)
Stocks and Funds
Distribution by Sector (as of 9/30/18)
The Conservative Growth Strategy
This approach is for those whose primary desire is to protect against capital risk and who understand that protecting against risk may require that some percentage of return be foregone, and protection against any one risk may to some extent preclude protection against other risks.
Objectives and Allocation Range:
Overall Portfolio Equity Range: 5% to 35%
The primary objective is to manage against capital risk by reducing year-to-year volatility.
The secondary objective is capital growth, when valuation levels in the stock market are favorable and its specific strategies and pricing techniques can take advantage of market conditions.
- Time Horizon: 0 to 5 years
Prioritized Investment Goals
Due to the conflicting objectives of this portfolio, the protection of capital will be the primary focus relative to the desire for capital growth. Therefore, stock market participation will expose the portfolio to some volatility, but this portfolio seeks to sacrifice growth in exchange for significantly dampening that volatility.