A well diversified portfolio can balance weak performance in one investment
with good performance in another, increasing return potential and reducing
$100,000 placed in a single investment earning 5% a year for
20 years, with no other changes to principle.
The same $100,000 split into five $20,000 investments, each
earning a different rate of return, (in one case, showing a loss), for the
same 20 year period.
Total return for particular period is the ending redeemable value of initial
investment at the end of the period shown, assuming annual reinvestments of all
income during the period. The returns shown are hypothetical and do not
represent the returns of any particular investment or investments. Actual
returns on any particular investment will depend on the particular market and
risks applicable to that investment.
Shares of Mutual funds are not guaranteed, are not insured, and involve
investment risks including possible loss of the principle amount invested.
Securities offered through
representatives of Lincoln Financial Securities Corporation (LFSC), Member SIPC, to
residents of AL, CA, FL, GA, LA, MS, NC, OH, SC, TN, TX, VA & WA.
LFSC is not affiliated with Tara Financial