Golden Years Breakdown by Folio

Golden Years Target Allocation

Investor Profile

You worked hard all your life to get where you are today. You want your money to work for you now. You want to grow your money, but do not want to take undue risks. It is time to enjoy the fruits of your labor and enjoy life. You should not have to be worried about your investment portfolio. You may want to, or have to, draw from your portfolio periodically; it should be readily available at any time.

Golden Years Breakdown by Folio

Gain/Loss 3.56 YTD - Annualized 34.19%

Actual Performance calculated by Foliofn
These figures have not been audited and are provided only for educational purposes.

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