Initial Value $25,000.00
January 1, 2009
Update Value $36,936.09
August 11, 2014
This portfolio is structured in much the same way as a conservatively managed pension plan. The goal is to generate an annual return of between 6% and 7% over the long term, with as little risk as possible. In the past few quarters, we have had to increase the equity exposure because of the low expected return for fixed income.
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