Model Portfolios

Below you will find three different types of portfolios. Each portfolio has a different investment allocation model based upon risk tolerance. Please, carefully read each investor profile prior to making any investment decisions and speak to your investment advisor. Scroll down to see the other two examples


Investor Profile: For individuals seeking regular income, who are ready to accept lower returns in exchange for capital safety and greater stability of returns. Growth of capital is not a consideration. Stocks held should only be the best quality blue chips offering high dividend yield.


(1) Recommended duration for fixed-income portion: 5.41 years


Investor Profile: For individuals with a fairly low risk tolerance who are looking for a good balance between stocks and bonds. The primary objective is capital growth with the lowest possible volatility of returns

(1) Recommended duration for fixed-income portion: 6.0 years


Investor Profile: For individuals who are primarily looking for capital growth, while continuing to earn a small amount of income from their portfolios. This type of investor has a higher tolerance for risk, and will accept somewhat more volatility in terms of investment returns.

(1) Recommended duration for fixed-income portion: 4.5 years