ib_e04_investmentstrategies

ib_e04_investmentstrategies - A Customer 3 $350,000 M...

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Investment Strategy Customer Name: Customer 1 Risk Preference Dollars Investing Investment Category Proposed Investment Bonds Mutual Funds Stocks
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Conservative Moderate Aggressive C M A Bonds 80% 40% 20% Mutual Funds 20% 40% 30% Stocks 0% 20% 50% Risk Categories
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Name Customer 1 $125,000 C Customer 2 $50,000
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Unformatted text preview: A Customer 3 $350,000 M Customer 4 $400,000 M Customer 5 $250,000 A Customer 6 $575,000 C Customer 7 $35,000 A Customer 8 $750,000 M Customer 9 $225,000 C Customer 10 $450,000 A Dollars Available for Investing Risk Preference...
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ib_e04_investmentstrategies - A Customer 3 $350,000 M...

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