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UCTrend |
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Personal Portfolio
Allocation - Guide Lines |
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Cash - Cash, Money
Market, Short term CD |
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Back to |
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Age Group over 55 Years |
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Bonds - US Treasury
bills, Notes, Bonds |
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www.uctrend.com |
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March 29, 2008 |
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Equity - Large Cap,
Medium Caps Small Caps |
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US Stocks and Foreign ADRs |
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Maximum Allocation -
Basic Profile |
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Suggested Allocation |
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Subjet to market
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Based upon March 28,
2008 Closing Prices |
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Conservative Type - Low
Tolerance for risk |
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Conservative Type |
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Moderate Type - Medium
Tolerance for risk |
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Moderate Type |
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Aggressive Type - High
Tolerance for risk |
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Aggressive Type |
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Stop loss should apply when Buying or Shorting a stock |
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