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Lessons:   Portfolio Management     Asset Allocation     
Portfolio: Retirement  
Description: Chris retirement portfolio  
Objective: Growth  
Timeframe: 2050  
Risk Tolerance: High  
 
Model 4 Investments              
 
Stocks
 
     
   Common Stock       Model 1 Model 2 Model 3 Model 4  
  eBay Inc. EBAY  
Fair
Fair
Bad
Bad
 
  Enterprise Bank and Trust Common Stock EBTC  
Good
Good
Fair
Fair
 
  METAL MGMT INC Common Stock MM  
Good
Fair
Good
Fair
 
  AK Steel Holding Corp. - Common Stock AKS  
Fair
Bad
Fair
Bad
 
                 
   Preferred Stock       Model 1 Model 2 Model 3 Model 4  
  Haynes International Inc. - Common Stock HAYN  
Good
Good
Fair
Bad
 
                 
               
 
 


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