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Moderate Portfolio
Date Added: June 4th, 2002

By Chris Stallman  |  E-mail

  This portfolio that we have put together is for moderate investors.  These are investors who are investing and are willing to accept a little more risk in exchange for a higher rate of return.

   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

BHD
SPY
TOL
MSFT
MWD
BRL
ANF
WM

TGT

 

Bonds
Index
Homebuilding
Software
Finance Services
Generic Drugs
Clothing Retail
Banking
Retail

 

$14.53
$104.63
$27.90
$25.10
$43.45
$27.70
$27.41
$37.60
$39.50
Starting Value:
Current Value:

20%
10%
10%
10%
10%
10%
10%
10%

10%
$10,000
Click Here

                        

 

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