Suggested Diversified Portfolios

The key to building a successful long-term portfolio is diversification. We suggest a portfolio consisting of ten companies in ten different sectors.

Here are two different diversified portfolios for you to consider, but it is up to you--the individual investor--to decide how much diversification is appropriate based on your financial circumstances.


Suggested Portfolio 1:

Company (Ticker Symbol) Sector

Allstate (ALL) Insurance
AT & T (T) Communications
Caterpillar (CAT) Construction Equipment
Conoco Phillips (COP) Oil & Gas
General Electric (GE) Industrial Conglomerates
Kellogg (K) Packaged Foods
Merck (MRK) Pharmaceuticals
Microsoft (MSFT) Computer Software
Proctor & Gamble (PG) Household Products
Wal-Mart (WMT) General Retailer


Suggested Portfolio 2:

Company (Ticker Symbol) Sector

Bank of America (BAC) Financial
CVS (CVS) Drug Retailer
Disney (DIS) Entertainment
Duke Energy (DUK) Electric Utilities
FedEx (FDX) Freight & Courier Services
Intel (INTC) Semiconductors
Lockheed Martin (LMT) Defense
McDonald's (MCD) Restaurants
Nike (NKE) Footwear
Pepsi (PEP) Soft Drinks & Snacks