1. INVESTMENT SELECTION: Stocks and mutual funds will be selected based upon your specific investment objectives. Factors such as price-to-earnings ratio, projected earnings growth rate, financial strength, earnings predictability, stock price stability, book value, dividend yield and stock timeliness are all considered.
2. INVESTMENT ALLOCATION: Depending upon market conditions, a typical account could be allocated as follows: approx. 70% of the account is placed in a diversified portfolio of mutual funds approx. 20% of account is invested in stocks, against which covered call options could be sold approx. 10% of the account is placed in a money market fund and/or certificates of deposit
Over the long-term, this investment strategy has the potential for returns similar to the overall market with lower volatility (reduced risk). It must be mentioned, however, that past performance is no guarantee of future results. The actual investment allocation will depend upon individual needs and market conditions.
1. INVESTMENT SELECTION: Stocks and mutual funds will be selected based upon your specific investment objectives. Factors such as price-to-earnings ratio, projected earnings growth rate, financial strength, earnings predictability, stock price stability, book value, dividend yield and stock timeliness are all considered.
2. INVESTMENT ALLOCATION: Depending upon market conditions, a typical account could be allocated as follows: approx. 70% of the account is placed in a diversified portfolio of mutual funds approx. 20% of account is invested in stocks, against which covered call options could be sold approx. 10% of the account is placed in a money market fund and/or certificates of deposit
Over the long-term, this investment strategy has the potential for returns similar to the overall market with lower volatility (reduced risk). It must be mentioned, however, that past performance is no guarantee of future results. The actual investment allocation will depend upon individual needs and market conditions.
