RCM Robinson Capital Management LLC
Model Portfolios

Aggressive

Growth

Balanced Growth

Balanced

Balanced Income

Capital Preservation

Fixed Income

 

Fixed Income
 
Appropriate for the investor who does not seek capital appreciation or is not willing to endure deviations in principal normally associated with equity investments. This investor will have either a short time horizon or a lower risk tolerance than the most conservative investor. While this portfolio is designed to generate income, minor fluctuations in principal value may occur. 
 
  Bond
30% limited term govt. (1-3yr duration)
20% govt. bonds
20% all bond (diversified high grade)
20% corporate (high grade)
10% corporate (high yield)
100%
 
 These sample portfolios are not intended to represent investment advice that is appropriate for all investors. Each investor's portfolio must be constructed based on the individual's financial resources, investment goals, risk tolerance, investing time horizon, tax situation and other relevant factors. The categorization of sample portfolios as "fixed income", "capital preservation", "balanced income", "balanced", "balanced growth", "growth", and "aggressive growth" is relative. Foreign investing has special risks, including currency exchange fluctuations, foreign taxes and possible delays in settlement

 

 
 
RCM Robinson Capital Management LLC, Securities America, Inc, 27 Reed Boulevard, Mill Valley, CA 94941

(phone) 415-771-9421       (fax) 415-762-1980