Loading this profile will remove any assumptions you have entered. Are you sure you want to load this profile?
- MARKET TREND INDICATOR
- INVESTOR PROFILES
- LEARNING RESOURCES
- View all
- ABOUT AXA
- APP PREFERENCES
- CONTACT US
Diversification: Meet Michelle and Todd
Michelle and Todd are in their late forties with two children in college. The combination of both of their salaries is enough to cover their children’s educations and their lifestyle, but they recognize a need for more upside potential moving towards retirement.
Michelle and Todd have built a respectable portfolio of financial assets, most of which are situated in various equity mutual funds. They’d like some protection against market adjustments that may force them to lower their expectations for retirement.
Strategy: Michelle and Todd plan to invest a portion of their investable assets into Structured Capital Strategies® SIO using a 1 Year Segment Duration and -10% level of protection. They will allocate their funds among multiple Segments that may provide them the portfolio diversification that they want, with some downside protection.
See the Glossary for definitions of the blue text links.