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Asset Class |
% of Portfolio |
If your Investor Profile is |
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Equity |
85% |
Aggressive: 15+ years to retirement, high tolerance for volatility, low debt obligations |
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Fixed Income |
10% |
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Cash (Money Mkt) |
5% |
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Equity |
60% |
Moderately Aggressive: Long-term, moderate volatility, goal of return at least 5% over inflation |
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Fixed Income |
40% |
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Cash (Money Mkt) |
0% |
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Equity |
40% |
Conservative: At least 10 years to invest, worry
about stock market, but want to beat inflation |
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Fixed Income |
50% |
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Cash (Money Mkt) |
10% |
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Equity |
25% |
Preservation: Less than 10 years, want to ensure
portfolio never loses money |
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Fixed Income |
60% |
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Cash (Money Mkt) |
15% |
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 |
 Related
Sites |
| Legend
Group |
| Minnesota
Life |