Physicians' Guide to Wealth

A guide for anyone pursuing financial independence

Q

INCOME PORTFOLIO

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. The maximum loss tolerance for all positions is 6%.

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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