Tuesday, November 11, 2008

GOLDEN RULES FOR TRUST FUND


NOT AN EMERGENCY INVESTMENT

MID TO LONG TERM AT LEAST 3 TO 5 YRS

DOLLAR COST AVERAGING (DCA) STRATEGY FOR SAVINGS PURPOSE

VALUE COST AVERAGING (VCA) STRATEGY FOR PORTFOLIO REBALANCING

SWITCHING STRATEGY

EXPECTED compounded % RATE OF RETURN

RISK TOLERANCE

MINIMAL RISK

PROFESSIONALLY MANAGED BY SPECIALIST

No comments: