Conservative
The conservative investor is particularly sensitive to short-term losses, but still has the likely goal of beating expected inflation over the long run. The conservative portfolio should have an expected return that outpaces inflation by approximately 3% over a 20 year holding period. There should be growth in the real value of assets over the long run, while minimizing risk.
RANGE | PROFILE |
|---|---|
16 or less | Conservative |
7 to 22 | Moderately Conservative |
23 to 28 | Moderate |
29 to 34 | Moderately Aggressive |
35 or more | Aggressive |
Inputs
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Investment Objective
Risk Level
Age as a Variable
Investment Horizon
Depletion Timeline
Income Requirements
Cash and Investments on Hand
Future Income
