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Srbo Radisavljevic
Managing Principal/Investment Advisor

Edge Portfolio Management


State: IL

At Edge, a low client to advisor ratio allows for personal and customized service for each individual.  Our goal is to work as a team for each client to provide not only portfolio management but wealth coordination and financial planning.  We make every effort to have frequent communication with our clients and to provide timely response to calls and emails.  I also enjoy spending time with my wife and three kids, following Chicago sports, enjoying ethnic cooking, and serving as a school board member for Norridge School District 80.

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May Affluent Investor Survey Finds Non-Millionaires More Eager Investors

Among Affluent investors. an increased preference for safer, more conservative investments

| BY Donald Liebenson

Affluent investors surveyed in May by Spectrem’s Millionaire Corner about their intentions to invest were more likely than the previous month to express that they would be moving off the sidelines. But among those who do plan to invest, there were bigger month-over-month boosts in preferences for safer, more conservative vehicles, a reflection perhaps of wariness over how long the stock market rally can continue before there is a correction.

While Stock Mutual Funds was the preferred investment vehicle (37.4 points, a 1.2-point gain from April) among Affluent investors, Bonds showed the biggest month-over-month bump, 3.5 points to 9.1, a five-month high. Cash, too, ticked upward 2.3 points to 21, another five-month high. Investment in Stocks, however, dropped 1.1 points from the previous month to 32.1.

Real Estate was the only other investment category to post an increase in May, 1.9 points to 8.5.

Planned investment in Bond Mutual Funds dipped 1.2 points to 14.2.

Our monthly survey breaks down Affluent investor preferences by Millionaire and Non-Millionaire households. There was a significant drop in Non-Millionaires (4.5 points) who said they did not plan to invest, and while Stocks dipped 1.1 points, all other investment categories posted marked gains. Stock Mutual Funds rose 5.9 points to 38.9, a two-year high.  Bond Mutual Funds increased 1.2 points to 16.7, the highest level since March 2012, while Cash jumped 6.5 points to 15.7. Bonds and Real Estate each posted readings of 7.4 (a gain of 1.9 points and 1.4 points, respectively).

Millionaire investors, on the other hand, wre more likely to say they would be pulling back from investing. “Not Invest” increased 2.4 points to 35.4, a three-month high. Only two investment categories posted increases, Bonds (4.9 points to 10.5, another three-month high) and Real Estate (2.1 points to 9.3).

Stock Mutual Funds declined 3.2 points to 36.2, while Stocks dropped 2.5 points to 37.8. Investment in Cash dropped 2.7 points to 25, and Bond Mutual Funds fell 3.1 points to 12.2, the lowest reading since July 2012.

About the Author

Donald Liebenson

Donald Liebenson writes news and features for Millionaire Corner. He has been published in the Chicago Tribune, The Chicago Sun-Times, The Los Angeles Times, Fiscal Times, Entertainment Weekly, Huffington Post, and other outlets. He has also served as a marketing writer for Chicago-based Questar Entertainment and distributor Baker & Taylor.  

A graduate of the University of Southern California, he is married with a college-age son. He also writes extensively about entertainment.