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Conservative Portfolio
Date Added: June 4th, 2002

By Chris Stallman  |  E-mail

   We have put together a model portfolio for individuals who have a more conservative approach.  This portfolio is best suited for those who want to incur minimal risk when they invest and those who are nearing college or retirement.

   Please keep in mind that this is not a portfolio of stock picks.  This is just meant to be a model for how you would set up your own portfolio.  Always do your own research.  And even the most conservative portfolio can still lose money.  Keep in mind that all of these are for the long-term (5+ years).

Stock  Industry  Price Added Percent of Total

GE
EOP
WAG
XOM
C
SPY
BHD
BPK

 

Conglomerate
Real Estate
Drug Stores
Oil
Financial
Index
Bond
Municipal Bonds

 

$30.05
$30.11
$36.82
$39.23
$41.99
$104.63
$14.53
$13.55
Starting Value:
Current Value:

10%
10%
10%
10%
10%
10%
20%
20%
$10,000
Click Here

                        

 

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