The following outline includes hyperlinks to pages of explanations with regard to the terminology.

Conservative Investing

Primary focus: Listed securities for simplicity of buying and holding

Conservative benchmark

25% cash and cash equivalents ready for deployment

25% bonds for positive free cash flows with interest

Dollar cost average in and hold long*

12.5% index funds

12.5% blue chip companies

12.5% mid cap companies

Assertive investing: Buy low, sell high, aim for capital gains

12.5% small cap, distressed-turnaround options, private securities and international options

* Dollar cost averaging

Published by Landon

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