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TMP Program

TMP Program. PORTFOLIO.

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TMP Program

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  1. TMP Program PORTFOLIO The Preservation Portfolio is designed for the conservative investor with a low risk tolerance and/or a short time horizon. It is targeted toward the investor seeking investment stability and liquidity from their investable assets. While this portfolio’s objective is to preserve investor capital and generate income, fluctuations in value may occur.The Preservation Portfolio is suitable for investors with an investment horizon of one to three years. The Preservation Portfolio is primarily allocated to Bonds to provide income and stability with 20% exposure to equity, emerging markets and alternatives to provide diversification and opportunities for capital appreciation. Portfolio Performance Expectations 5 Yr Avg. Return5 Yr Std Dev Portfolio 4.10 3.40 S&P 500 1.05 19.10 Preservation Income Balanced Appreciation Growth Momentum 6% Equity 80% Bonds 9% Satellites 5% Alternatives 23% Equity 20% Bonds 35% Satellites 22% Alternatives 11% Equity 60% Bonds 18% Satellites 11% Alternatives 14% Equity 50% Bonds 22% Satellites 14% Alternatives 20% Equity 30% Bonds 31% Satellites 19% Alternatives 26% Equity 10% Bonds 40% Satellites 24% Alternatives

  2. TMP Program PORTFOLIO The Income Portfolio is designed for long term conservative investors seeking current income, preservation of capital and potential for growth. While the portfolio is targeted for above-average levels of current income, fluctuations may occur. This may be appropriate for investors who have long term investment goals and a tolerance for some equity market volatility. The Income Portfolio is allocated 60% to bond securities with 40% exposure to equity, satellite and alternative markets in order to diversify among asset classes and stabilize portfolio performance. Portfolio Performance Expectations 5 Yr Avg. Return5 Yr Std Dev Portfolio 4.80 4.30 S&P 500 1.05 19.10 Balanced Preservation Income Appreciation Growth Momentum 6% Equity 80% Bonds 9% Satellites 5% Alternatives 11% Equity 60% Bonds 18% Satellites 11% Alternatives 14% Equity 50% Bonds 22% Satellites 14% Alternatives 20% Equity 30% Bonds 31% Satellites 19% Alternatives 23% Equity 20% Bonds 35% Satellites 22% Alternatives 26% Equity 10% Bonds 40% Satellites 24% Alternatives

  3. TMP Program PORTFOLIO The Balanced Portfolio seeks long term growth through current income and capital appreciation. The performance potential is allowed in a wide variety of market environments, which may help reduce overall portfolio volatility. The core portion provides an overall balanced market exposure, while satellites target narrower market segments, thereby providing more diversification and potential to explore undervalued sectors. The Balanced Portfolio is suitable for individuals seeking balanced appreciation as their primary goal. It is allocated mainly to domestic markets with a share invested in the international and alternative markets. Portfolio Performance Expectations 5 Yr. Avg. Return5 Yr Std Dev Portfolio 5.10 6.50 S&P 500 1.05 19.10 Preservation Income Balanced Appreciation Growth Momentum 6% Equity 80% Bonds 9% Satellites 5% Alternatives 11% Equity 60% Bonds 18% Satellites 11% Alternatives 14% Equity 50% Bonds 22% Satellites 14% Alternatives 20% Equity 30% Bonds 31% Satellites 19% Alternatives 23% Equity 20% Bonds 35% Satellites 22% Alternatives 26% Equity 10% Bonds 40% Satellites 24% Alternatives

  4. TMP Program PORTFOLIO The Appreciation Portfolio seeks long term growth with a moderate level of risk. It is actively managed in order to achieve both reduced down-side risk and broad market growth potential thereby providing more diversification and potential to explore undervalued sectors. The Appreciation Portfolio is suitable for individuals seeking moderate appreciation as their primary goal. While it is mainly allocated in domestic markets, there is an increased exposure to alternative and emerging markets. Portfolio Performance Expectations 5 Yr Avg. Return5 Yr Std Dev Portfolio 5.80 9.00 S&P 500 1.05 19.10 Preservation Income Balanced Appreciation Growth Momentum 6% Equity 80% Bonds 9% Satellites 5% Alternatives 11% Equity 60% Bonds 18% Satellites 11% Alternatives 14% Equity 50% Bonds 22% Satellites 14% Alternatives 20% Equity 30% Bonds 31% Satellites 19% Alternatives 23% Equity 20% Bonds 35% Satellites 22% Alternatives 26% Equity 10% Bonds 40% Satellites 24% Alternatives

  5. TMP Program PORTFOLIO The Growth Portfolio seeks long term capital appreciation by investing substantially in equity, satellite and alternative securities that can potentially grow at a faster-than-average pace. The Growth Portfolio is suitable for individuals seeking growth as their primary goal and have a risk tolerance for above average volatility. It is allocated among a wide array of market segments, including alternative and emerging markets, as well as high growth potential sectors. Portfolio Performance Expectations 5 Yr Avg. Return5 Yr Std Dev Portfolio 6.20 10.20 S&P 500 1.05 19.10 Preservation Income Balanced Appreciation Growth Momentum 6% Equity 80% Bonds 9% Satellites 5% Alternatives 11% Equity 60% Bonds 18% Satellites 11% Alternatives 14% Equity 50% Bonds 22% Satellites 14% Alternatives 20% Equity 30% Bonds 31% Satellites 19% Alternatives 23% Equity 20% Bonds 35% Satellites 22% Alternatives 26% Equity 10% Bonds 40% Satellites 24% Alternatives

  6. TMP Program PORTFOLIO The Momentum Portfolio seeks to achieve high capital gain potential among aggressive growth sectors at a rate faster than the overall stock market. The portfolio is subject to wide fluctuations and is recommended for investors who have a high risk tolerance. The Momentum Portfolio investor can expect to incur higher volatility in relation to the other CONCERT Investment Solutions. It is suitable for individuals seeking aggressive growth of their capital as their primary goal. It is allocated among a wide array of market segments, including alternative and emerging markets, as well as highpotential growth sectors. Portfolio Performance Expectations 5 Yr Avg. Return5 Yr Std Dev Portfolio 6.50 12.80 S&P 500 1.05 19.10 Preservation Income Balanced Appreciation Growth Momentum 6% Equity 80% Bonds 9% Satellites 5% Alternatives 11% Equity 60% Bonds 18% Satellites 11% Alternatives 14% Equity 50% Bonds 22% Satellites 14% Alternatives 20% Equity 30% Bonds 31% Satellites 19% Alternatives 23% Equity 20% Bonds 35% Satellites 22% Alternatives 26% Equity 10% Bonds 40% Satellites 24% Alternatives

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