Growth Portfolio

THE BOMBARDIER LEARJET 85™

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:

fixed income

0% MAXIMUM GROWTH ALLOCATION

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.

Income

20% MAXIMUM GROWTH ALLOCATION

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

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

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

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.

Our Partners

HAVE A QUESTION?

CONTACT

Office: (916) 520-6420

341 Lincoln Street

Roseville, CA 95678

Anton@upcapitalmgmt.com

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

The information on this website is the opinion of Up Capital Management and does not constitute investment advice or an offer to invest or to provide management services. Before purchasing any investment, a prospective investor should consult with its own investment, accounting, legal, and tax advisers to evaluate independently the risks, consequences, and suitability of any investment.