Download Major Asset Classes - Wade Financial, Inc.

Wade Financial, Inc.
1000 W. Poinsett St.
Greer, SC 29650
864-968-0502
fax: 864-848-9771
[email protected]
www.mikewade.net
Major Asset Classes
August 02, 2017
Page 1 of 3, see disclaimer on final page
Major Asset Classes
When determining how to diversify an investment portfolio, you should consider the variety of broad types, or classes, of
investments that are available. Listed below are the general asset classes most frequently considered when designing a portfolio.
Cash
• Bank accounts, money market funds, CDs
Stocks
Classified by:
• Geography: domestic (U.S. only), global (includes U.S.), international (foreign
only)
• Company size: large cap, mid cap, small cap, micro cap
• Style: aggressive growth, growth, value, income
Bonds
Classified by:
• Geography: domestic (U.S. only), global (includes U.S.), international (foreign
only)
• Type of issuer: government, municipal, corporate
• Default risk: investment grade (lower risk), high yield (higher risk)
• Time factor: long term, intermediate term, short term
Real Estate
• Your home, vacation property, rental property, real estate investment trusts
(REITs)
Other
• Private equity, hedge funds, futures, options, foreign currencies, precious
metals
August 02, 2017
Page 2 of 3, see disclaimer on final page
Offering securities and advisory services through Foresters Equity
Services, Inc. / Member FINRA, SIPC / and a Registered Investment
Advisor. Branch Office 1000 W. Poinsett Street, Greer, SC 29650. Mike
Wade may discuss and/or transact securities business only with residents
of the following states: GA, NC, SC. Wade Financial, Inc and Foresters
Equity Services, Inc are separate and unaffiliated entities.
Wade Financial, Inc.
1000 W. Poinsett St.
Greer, SC 29650
864-968-0502
fax: 864-848-9771
[email protected]
www.mikewade.net
Page 3 of 3
August 02, 2017
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2017