OCR Text |
Show - Volume1, Issue’5 sify your common stock holdings allocation process can he achieved k& ’,'l{aows marl(ets don’t go up forevw - by purchasing stocks representrag - ment categories to match an uader—,-v.‘ by orversrfytng among , - lying strategy such as aggressrve '.-V'."_'icoaservatwe and aggressrve many different industries. That ' er. Inevitably, there will be ~_ investments within each mvest| growth, income generattou | ~ would be safer than coucentratlng 5 perlods of decline when investor | I . ment group. For example, you ~assets- shrtnk along wr_th the s i_;_",rn a smgle mdustry Aud to further~v or tax reltet' : '.market | aibiy W LT ~ ’ ’ thh asset allocatton you mrxfl', ,'money market account, or a srml- | both conservative and growth -oti- S you might put some funds into a n ae ‘The questionis, how cawe - minimize the i-mpaCt'of a market - decline on our investments? - While you can’t avoid risk entrre—,‘ B lyg you can reduce 1tthrough s .,sneg;etiaafiatm;;e Level 1 R o . lar type of low rtsk mvestment ented mvestments and arrive at a - Yoa May Wartt To Malaa _tustrumeats This strategy offers ~ you more upstde potential than 1f 'lyou | were to go totally conserva- ‘enough money to suffictently diversify on their own. This is- - ., - nsl(y as it would be if you were to | ‘;qualttyhouds . i put all your money into growth : 'y’tversrficatrou- chel 2 Maay people do not have ~ and small -company stocks in the stock category Or, you could spht your fixed income investments | _between lower—rated and hlgher- ~ blended portfolio which is not as ». Aéjustmertts O 'Erme How you allocate ordtver31fy 'A tive. It also offers the potentral - where mutual funds come in. ~advantage of giving you someMutual funds pool tnvestors lu rts srmplest form tlwersrfr—g your pfifs(mal portfolto is deterthing posrttve to work with i m mined by your individual investcatton caa be achteveclhy mveat- . ' morrcy to buy securtttes from a nearly every kmd of market sce-= - ment proftle -- your goals, your o * variety of compames They enahle 'mgm . ’"...’rtsk temperament, your tax situa- both large and small investors to ~ nario. While one investment is A mix of ravestment cate-— g ~ invest in a wider range of compa- ‘-,_';pert'ormmg poorly, another may ‘oe | tion and your time horrzon Make - gories mcluamg stocl(s sure you make any adjustmeuts to ‘ S ‘nies and investment classes thau | »..:domg well jboucls real estate and - your portfolto over time, in order S theycould worktng alone .‘ mouey markets A variety of compaules Both large aud small com LT o | 7 _:pany stocks; leferent geographlcareas _‘; U S domesttc and mtema tlonal securities; ER could invest in both “blue- Chlp minimize your exposure to rrsk . 'y dtversfi’tcattort ~weightings in the different invest- ' Drfi’erent funcl famlltes have _f :dlfferent characterlstrcs In the el .of investment style mvestmg in’ all] = oyDnversnficat.on Leven3 leferent mvestment phllosophles (growth & 4' & ;f-»'blended value) | courtesy of Ascend Fmanmal A conservatlveportfollo wouldi_ " -Serv1ces lnc., member ~ NASD/SIPC. -s '»_'_f_be weighted or allocated most v:""areas of the economy Thrs mformatlon is pmwded -:how the varlous markets perform »mutual fund marketplace today,e A range of mvestment maturities; The level of rlsk reductton you ~ to fit your changing fmancral vneeds and goals : By, | ‘can achieve is dependent on how '_":”'you allocate your portfolio and - you can find funds of every kind . money market investments. A - more growth-oriented approach ""»'-':"“FromDav1d L. Carver Her1tage '-would focus on stocks 3.,..i‘tlonis asset allocation. Asset allo- S For example you could d1ver- catton 1s achleved w1thpurposeful = 0 et ]"'heavfly toward flxed mcome and ,98 0227 85002R The next level of dlver51f1ca- | j.v'Fmanc1al Group, 801-—7910075 " Purthr refincment ‘réf.‘i«the'.‘as*s’et .3‘)\’{ ¢ AL : -_(t 5M1t50GreW.enOlUtd ahHwy84.050+R_‘d. i | . . i p (80 1 :76—647 l SRR, i 2 for 99 ¢ ‘ ‘;"'f‘_ay Reese s Hersheys Monday Noon—-7 pm Plzza Smgle tOPplngmedlum o S f'.’": | PN \ by the SUCE* A WHOLE Or :~SH"PIZZAP'G“4"M Tuesday thru Thursday : 3 pm-8 pm Smgle toppmg medlumplzza . -"'_T:.'~’?Fr1day and Saturday 3pm—8pm 2 toppmg medium plzza and FREE 2 hter Coke W/ coupon COUPGN s i l FREE&2 mer Coke with Fri.& Sat * P|zza Speclal . | . o LRI I i ST - » e 2 * ’ RE PR AT s _ RN | ey g - e it ‘, 2 || i & . e I ._: i P _r,‘r_ 'L : Y E_ . ‘ B e e m i e i i . %, i s i E |y SN ; 4 W e s |