Sample portfolios

Regardless of your investment objective, be it income or growth or a combination thereof, we can assist in its attainment. The following pie charts indicate possible scenarios and appropriately matched asset mixes.


Investment objective: Primarily income (Or, in other words: “I just may need additional income from a reliable source.”)


Emphasis: Preservation of capital, while generating interest and dividend income with some potential for capital growth.

Volatility: Investments are relatively safe to minimize the risk of loss of value.

Time horizon: 3 to 5 years.

Emphasis on blue-chip, dividend-paying companies.


Investment objective: Balanced income (Or, in other words: “While I may need to draw on this for income, I want steady, safe growth at the same time.”)


Emphasis: Conservative growth of capital while generating income from interest and dividends.

Volatility: Investments are relatively safe, but some short-term volatility is acceptable to achieve capital growth.

Time horizon: 3 to 5 years.

Emphasis on blue-chip, dividend-paying companies.


Investment objective: Balanced growth (Or, in other words: “I want steady growth, in a relatively low-risk environment.”)


Emphasis: Growth of capital, balanced with some current income from interest and dividends.

Volatility: Portfolio exposed to a moderate level of market risk in exchange for investment growth potential.

Time horizon: 5 to 7 years.

Focused on reasonably priced growth companies.


Investment objective: Growth (Or, in other words: “When it comes to my portfolio, I want growth, growth, and more growth.”)


Emphasis: Growth of capital with little need for current income from interest or dividends.

Volatility: Portfolio exposed to a higher level of market risk in the pursuit of potentially better rates of return.

Time horizon: 5 to 7 years.

Focused on reasonably priced growth companies.


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