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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.

NOT INTERESTED IN DIVERSIFICATION? TRY ONE OF THESE OTHER INVESTOR PROFILES: