My Investment Strategy

1
My Investment Strategy

• Laura Singleton

2
Risk Assessment

• I went to MSNBC and took their version of a risk
  assessment test
• The results

Moderately Aggressive
3
My Career

• Elementary Education
• Average starting salary of an elementary school
  teacher in Gloucester County 37,368.00
• Average yearly increase 4

4
The 3 Investments that I chose

• Parnassus Income Trust Equity Income Fund (PRBLX)
• Thompson Plumb Growth Fund (THPGX)
• Vanguard 500 Index Fund (VFINX)
• I chose these funds after researching them on
  various websites such as Ameritrade.com and
  Etrade.com

5
Parnassus Income Trust Equity Income Fund (PRBLX)

• Large cap, blend stock
• Has gained 11.08 since inception
• I chose to invest in this fund from the beginning
  because it was the least risky and showed the
  most stable increases over ten years.

6
Thompson Plumb Growth Fund (THPGX)

• Large cap, blend stock
• Has gained 11.71 since inception