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10 Cards in this Set
- Front
- Back
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Preservation of Capital; Safety
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Government Securities or Ginnie Maes (GNMAs)
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Growth
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Common Stock or Common Stock Mutual Funds
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Balance or Moderate Growth
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Blue-Chip Stocks
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Aggressive Growth/Speculation
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Technology stocks or Sector Funds
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Income
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Bonds (NOT Zero-Coupons)
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Tax-Free Income
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Municipal Bonds or Municipal Bond Funds.
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High-Yield Income
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Corporate Bonds or Corporate Bond Funds
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Form an Income-Oriented Stock Portfolio
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Preferred Stock and Utility Stocks
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Liquidity
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Money Market Funds
(DPP's, Real Estate,and Annuities are NOT Liquid) |
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Keep pace w/ Inflation
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Stock Portfolio
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