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These are our six recommended portfolios and Greater Asian Stock picks. These portfolio recommendations are meant to serve as possible guidelines and do not take into account the financial situation, time horizon, existing portfolio and risk profile of an individual investor. It is the investor's responsibility and discretion to decide if these are suitable for him or her. If in doubt, please seek professional advice. The initial portfolios were started on Nov 20, 2002, with $20,000 U.S. Dollars.
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Our overall portfolio style strategy:
Core Holdings |
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The
portfolio's stock exposure is spread evenly across the market and includes a good mix of small, medium, and large companies, as well as a fairly even mix of conservatively priced value stocks and high-flying growth stocks. For most investors, maintaining such broad-based market exposure is a prudent way to invest.
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Conservative Growth (50% Fixed Income, 50% Equities Funds) |
$20,000 U.S. |
24.68% |
15.00% |
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Growth ( 20% Fixed Income, 80% Equity Funds ) |
$20,000 U.S. |
27.53% |
19.93% |
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Active / Passive ( 10% Fixed Income, 90% Equity Funds ) |
$20,000 U.S. |
25.90% |
15.39% |
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| Aggressive Growth ( 5% Fixed Income 95% Equity Funds) |
$20,000 U.S. |
51.64% |
25.93% |
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Speculative Sector ( 100% Equity Funds) |
$20,000 U.S. |
62.87% |
31.16% |
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Speculative Country ( 100% Equity Funds) |
$20,000 U.S. |
80.12% |
32.02% |
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Greater Asian Stocks ( 100% Greater Asian Stocks including Russia, India and China) |
$20,000 U.S. |
157% |
42.00% |
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| Equity Fund Make-up ( Funds primarily consist of ETF's, Stock Mutual Funds, Index Funds and Bonds) |
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| The portfolio consists of 50% fixed Income, 50% equity funds. This is a fairly balanced mix with a bias towards being conservative with its greater exposure to fixed income funds. Portfolio is geared towards current income and exposure U.S. and international equities. Portfolio of type is recommended to investors who have a three-to-10 year investment horizons. |
| The portfolio consists of 20% Fixed Income, 80% equity funds . The higher equities exposure is to achieve reasonably good returns while still deriving a certain amount of stability from both fixed income bond and growth funds. Portfolio of type is recommended to investors who that have an investment horizons longer than 10 years, need high returns, and are comfortable with high level of risk. |
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| This portfolio consists of mostly equity with increased exposure to international funds and some exposure to fixed income. This portfolio seeks long term growth and features broad diversification, tax-efficiency and simplicity. Portfolio of type is recommended to investors who that have an investment horizons longer than 10 years, need high returns, and are comfortable with high level of risk. |
| The portfolio consists almost entirely of equity funds and only 5% in Fixed Income. The equity portion continues to expand the international allocation including increased focus on Greater Asian equities. Although this makes it a high risk investment, this portfolio will also have the biggest potential for achieving high returns. As we mentioned, the portfolio will go through short term bumps, but we expect that in the long term, this portfolio's returns will be above average compared to their peers. Portfolio of type is recommended to investors who that have an investment horizons longer than 10 years, need high returns, and are comfortable with high level of risk. |
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The portfolio consists almost entirely of equity funds. The equity portion continue to expand into sectors of the economy that promises the greatest returns across the globe. This is one of our highest risk portfolio and should be only selected by those investors that can handle large swings in the market. The portfolio will have significant exposure to market sectors, small stocks and risky but rapidly growing equities in Greater Asia. A Portfolio of type is recommended to investors who that have an investment horizons longer than 15 years, need high returns, and are comfortable with high level of risk. |
| The Speculative Stock portfolio is consider an alternative investment approach and should consider as high risk investment strategy. The portfolio consist entirely of Greater Asian Stocks, IPO's, Private Placements and ADR's. |
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