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Allocation (section 1)
Our Portfolio Builder Program
Is A Comprehensive Long Term Investment Strategy
The asset allocation decision is the first step in building a diversified portfolio. Asset allocation is the concept of deciding how your investment dollars are positioned over broad investment
classes. Asset
allocation approaches diversification from a more general viewpoint. Security selection (stock, bond, mutual fund) is
secondary and unique to the broader classification.
A portfolio must also be balanced..... meaning, it
contains investments with varying levels of risk. Balance minimizes downward market pressures... which improves
your risk-return profile over the long term.
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Allocation (section 2)
we use three investment classes in
our portfolio building model.....
conservative - accumulative - speculative Your actual out-of-pocket
or lump sum contribution is used to establish a conservative (income
oriented) baseline. We then allow the dividends and interest to accrue in order to buy additional assets that are accumulative
(value oriented) in nature. As profits are taken from this second tier, monies are further invested into more speculative
(growth oriented) positions. As growth positions mature (peak) we liquidate and redirect profits back to your
conservative base.
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Allocation (section 4)
All out-of-pocket contributions are invested into your income
producing baseline. We use
market-related earnings..... dividends, interest and profits resulting from price appreciation as a lever to finance the next
level.
In the end, assets acquired will reflect either
a conservative, moderate or aggressive posture
as prescribed by the recommended model. We believe portfolio management is a real world process. Meaning that, market
conditions change as do personal financial situations, requiring us to remain proactive in the management of your
investments.
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securities offered through
Quest
Capital Strategies Incorporated
23832 Rockfield Boulevard, Suite 130, Lake Forest,
CA 92630
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