Investor Objective Flashcards
Investor Objectives: Preservation of capital; safety
Government securities or GNMA
Investment Objective: Growth
Common stock or common sock mutual funds
Investment Objective: Balanced or moderate growth
Blue chip stocks
Investment objective: Aggressive growth/ speculation
Tech stocks or sector funds
Investment Objective: income
Bonds; not including zero coupon bonds
Investment objective: tax free income
Muni. Bonds or muni bond mfs
Investment objective: High yield income
Corporate bonds or corporate bonds mutual funds
Investment Objective: income oriented stock portfolio
Preferred stock and utility stocks
Investment objective: liquidity
Money market funds
Investment Objective: inflation
Stock portfolio