Growth & Income | ||||||
The Growth & Income core portfolio type is designed around a fexible 40% Debt, 60% Equity opportunity mix, though variance from this allocation target routinely occurs depending on the dynamics of the economy and the health of the financial markets. The Growth & Income core portfolio type strives to provide, or add, "balance" to a portfolio as it seeks to: reinvest income, provide growth through capital appreciation, and stay ahead of inflation. Growth & Income utilizes passive or non-managed, No Load indexed funds, closed-ended mutual funds/ETFs mirroring market indices, as well as, "best-in-class," actively managed No Load mutual funds and large capitization company stocks. There is, of course, no guarantee that Growth & Income will accomplish its objective. The Growth & Income core portfolio type strives to re-allocate to the expected, 'best' market opportunites among a comparatively more limited opportunity set to reduce portfolio volatility. It additionally includes GuardRail Technology for risk management control in extended market downturns. The Growth & Income core portfolio type maybe utilized as 100% of an investor's portfolio or supplemented with other core portfolio types. |
||||||
Growth & Income Series | Buy Price | Current Price | Profit/Loss | 360Portfolio YTD Value of $10,000 | ||
Current Holding - 1 | 1.00 | SUBSCRIBE! | SUBSCRIBE! | $10,000.00 | ||
Current Holding - 2 | 1.00 | SUBSCRIBE! | SUBSCRIBE! | $10,000.00 | ||
Current Holding - 3 | 1.00 | SUBSCRIBE! | SUBSCRIBE! | $10,000.00 | ||
Current Holding - 4 | 1.00 | SUBSCRIBE! | SUBSCRIBE! | $10,000.00 | ||
Current Holding - 5 | 109.36 | SUBSCRIBE! | SUBSCRIBE! | $10,137.16 | ||
Current Holding - 6 | 1.00 | SUBSCRIBE! | SUBSCRIBE! | $10,000.00 | ||
Current Holding - 7 | 1.00 | SUBSCRIBE! | SUBSCRIBE! | $10,000.00 | ||
Current Holding - 8 | 1.00 | SUBSCRIBE! | SUBSCRIBE! | $10,000.00 | ||
Current Holding - 9 | 1.00 | SUBSCRIBE! | SUBSCRIBE! | $10,000.00 | ||
YTD Portfolio Return: | -9.9% |