and may grow to $10 trillion over the next few years. But what makes these vehicles so inviting to the lay investor like you is that they offer a range of funds to suit your investment philosophy, sector preference and risk tolerance level.
Beginning a full-fledged investment program will take discipline and dedication. Learn the basics and place your hard-earned
dollars in a range of investments gradually. By doing so, you will stay focused on the road ahead and avoid obstacles that may cause costly accidents.
How To Build Your Asset Allocation Model
Determine the classes in which to invest
Determine how much money to invest in each class
Determine the specific securities in each class into which money will be invested, given the investor’s objectives
Con Ed Preferred
Coca Cola Common
Johnson & Johnson Common
RTP Industrial Development
St. Joe Paper Co.
Certificates of Deposit
Determine the amount of money to be invested in each specific security
Microsoft Common X1%
Con Ed Preferred X2%
Coca Cola Common X3%
Johnson & Johnson Common X4%
Treasury Bonds Y1%
RTP Industrial Development Y2%
AT&T Bonds Y3%
St. Joe Paper Co. Y4%
Money Markets Z2%
Certificates of Deposit Z3%