IMS Income 100% and Mutual Funds 0%
Select this Portfolio if 0% represents your decline tolerance during a -50% S&P 500 bear market.
General Suggestions:
Over Age 75 and Traditional IRA
DEFENSIVE INVESTMENT MANAGEMENT
100% IMS Income
0% S&P 500 Stock Market Index
0% Clearbridge Dividend Strategy
0% Puritan
0% Fidelity OTC
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IMS Income 80% and Mutual Funds 20%
Select this Portfolio if -10% represents your decline tolerance during a -50% S&P 500 bear market.
General Suggestions:
Over Age 65 and Traditional IRA
80% IMS Income
5% S&P 500 Stock Market Index
5% Clearbridge Dividend Strategy
5% Puritan
5% Fidelity OTC
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IMS Income 60% and Mutual Funds 40%
Select this Portfolio if -20% represents your decline tolerance during a -50% S&P 500 bear market.
General Suggestions:
Over Age 55 and ROTH or Traditional IRA
60% IMS Income
10% S&P 500 Stock Market Index
10% Clearbridge Dividend Strategy
10% Puritan
10% Fidelity OTC
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IMS Income 40% and Mutual Funds 60%
Select this Portfolio if -30% represents your decline tolerance during a -50% S&P 500 bear market.
General Suggestions:
Over Age 45 and ROTH or Traditional IRA
40% IMS Income
15% S&P 500 Stock Market Index
15% Clearbridge Dividend Strategy
15% Puritan
15% Fidelity OTC
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IMS Income 20% and Mutual Funds 80%
Select this Portfolio if -40% represents your decline tolerance during a -50% S&P 500 bear market.
General Suggestions:
Over Age 35 and ROTH or Traditional IRA
20% IMS Income
20% S&P 500 Stock Market Index
20% Clearbridge Dividend Strategy
20% Puritan
20% Fidelity OTC
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IMS Income 0% and Mutual Funds 100%
Select this Portfolio if -50% represents your decline tolerance during a -50% S&P 500 bear market.
General Suggestions:
Over Age 25 and ROTH or Traditional IRA
0% IMS Income
25% S&P 500 Stock Market Index
25% Clearbridge Dividend Strategy
25% Puritan
25% Fidelity OTC
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