1 / 6

Investment Strategy Report

Investment Strategy Report. Ryan Pongonis Colton Clark. Fund information. $500,000 to invest 30 Year time frame Objectives: Capital preservation over a one year period Capital growth for years to come. Fund Allocation. Equity allocation. Monetary Equity Allocation. Fixed Income.

madaline-berger
Download Presentation

Investment Strategy Report

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Investment Strategy Report Ryan Pongonis Colton Clark

  2. Fund information • $500,000 to invest • 30 Year time frame • Objectives: • Capital preservation over a one year period • Capital growth for years to come

  3. Fund Allocation

  4. Equity allocation

  5. Monetary Equity Allocation

  6. Fixed Income $150,000 invested 30 year Treasury bond rate 2.93 yield Projected price 12.1 Projected return 5.86% per year

More Related