Income Portfolio
THE BOEING 747™
The Boeing 747™ wide-body commercial airliner made its first flight January 9, 1969 and held the passenger capacity record for 37 years. Often referred to by its original nickname Queen of the Skies, it is among the world’s most recognizable and dependable aircraft with its characteristic hump-like design. Since 1969, this aircraft and subsequent models are now in service for most airlines, governments including our own Air Force One, and NASA to carry the Space Shuttle. Without question, great responsibility has been placed on this aircraft for decades.
With this in mind, our Income Portfolio was also designed for those with a conservative fixed income objective managing the kind of risks associated with higher growth potential. If dependability and income are your goals, the Income Portfolio may be suitable for you.
Key Investment Policy Parameters: 0% – 20% maximum growth allocation with the balance invested in fixed income.
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?
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.
Copyright 2024 | Privacy Policy | Terms & Conditions