Good Investments
that are Right for You

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.

inv-prof-chart-conservative
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

These are the answers you provided on the previous page.

Investment Objective

Risk Level

Age as a Variable

Investment Horizon

Depletion Timeline

Income Requirements

Cash and Investments on Hand

Future Income