DEFENSIVE INVESTMENT MANAGEMENT

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

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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