The Capital Preservation portfolio is designed for the risk averse/neutral investor with a limited to mid-term investment time horizon. Targeted Performance over a market cycle is 50% of S & P 500 upside performance with 35% market risk. The Capital Preservation portfolios are typically 30%-50% allocated in equity securities. Approximate average equity beta of < 1.
* Targets/holdings current as of 09/19/09.
EXAMPLE EQUITY HOLDINGS; Proctor & Gamble (PG), ChevronTexaco (CVX), Abbott Labs (ABT), SPDR Gold Trust (GLD), United Parcel Services (UPS).
EXAMPLE FIXED INCOME HOLDINGS; Barclay's Commodity Linked CD (6/26/14), TIPS Barclays Index ETF (TIP), AT&T 5.8% (2/15/19), Royal Bank CD 4.4% (2/7/11).
