Income Model Portfolio

Portfolio Investment Objective

This portfolio is invested to focus on current income with a very modest opportunity for capital appreciation. It is designed for an intermediate investment horizon with only modest volatility expected.

Risk Profile

Risk-picture-low400Allocation Ranges

  • 5%-30%  –  Money Market
  • 55%-85% – Bonds
  • 10%-35% – Large Cap Equities
  • 0%-10%  –  Small Cap Equities
  • 0%-10%  –  International Equities

 Portfolio Composition

  • 15% – Fidelity Money Market
  • 39% – Dodge & Cox Income
  • 11% – Vanguard Short Bond Index
  • 15% – Washington Mutual
  •   5% – Touchstone Sands Capital Growth
  •   5% –  Russell 1000 Growth Index
  • 3%- Champlain Small Company
  •  4%  –  S&P Small Cp 600 Index
  •  3%  –  Vanguard Total Int’l Stock

Model Performance

[

*Returns for greater than one year are annualized. Past performance does not guarantee future results.

To download a PDF copy click here Income Model Portfolio