Investor Objective

Question 1

Investor Objectives: Preservation of capital; safety

Answer 1

Government securities or GNMA

Question 2

Investment Objective: Growth

Answer 2

Common stock or common sock mutual funds

Question 3

Investment Objective: Balanced or moderate growth

Answer 3

Blue chip stocks

Question 4

Investment objective: Aggressive growth/ speculation

Answer 4

Tech stocks or sector funds

Question 5

Investment Objective: income

Answer 5

Bonds; not including zero coupon bonds

Question 6

Investment objective: tax free income

Answer 6

Muni. Bonds or muni bond mfs

Question 7

Investment objective: High yield income

Answer 7

Corporate bonds or corporate bonds mutual funds

Question 8

Investment Objective: income oriented stock portfolio

Answer 8

Preferred stock and utility stocks

Question 9

Investment objective: liquidity

Answer 9

Money market funds

Question 10

Investment Objective: inflation

Answer 10

Stock portfolio