Physicians' Guide to Wealth

A guide for anyone pursuing financial independence

Q

GROWTH PORTFOLIO

The Bombardier Learjet 85™ is known for its speed, luxury, and as the pioneer of the celebrity jet culture. An early version of this storied plane was owned by Frank Sinatra who impressed and intimidated many of his famous friends and enemies (few people had personal airplanes back then and Sinatra set the trend). Though relatively small and susceptible to turbulence, the Learjet is one of the fastest ways to get where you are going with unsurpassable style. The Growth Portfolio seeks to provide the maximum allowance for growth and the highest tolerance to risk. Prospective invested sectors are researched for their growth potential and only those perceived with exceptional opportunity for profit are added to this portfolio. If you aren’t afraid of a little turbulence in pursuit of growing your wealth, the Growth Portfolio may be for you.

Key Investment Policy Parameters: 0% – 85% maximum growth allocation with the balance invested in fixed income. The maximum loss tolerance for all positions is 15%.

Check out our other portfolios:

Income

20% maximum growth allocation

6% maximum loss tolerance

Note: This is a hypothetical example and is not representative of any specific investment. Your results may vary. No strategy assures success or protects against loss.

Balance

40% maximum growth allocation

8% maximum loss tolerance

Note: This is a hypothetical example and is not representative of any specific investment. Your results may vary. No strategy assures success or protects against loss.

Growth & Income

65% maximum growth allocation

12% maximum loss tolerance

Note: This is a hypothetical example and is not representative of any specific investment. Your results may vary. No strategy assures success or protects against loss.

Growth

85% maximum growth allocation

15% maximum loss tolerance

Note: This is a hypothetical example and is not representative of any specific investment. Your results may vary. No strategy assures success or protects against loss.

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