Portfolio Distribution and Risk Tolerance

January 27, 2018

We are introducing a new tool on www.1SmartStep.Org to help DIY investors determine how they should distribute they portfolio based on their financial position, risk tolerance and retirement timeline.  The new tool breaks investments into (6) six categories: cash equivalents, income, growth & income, growth, aggressive, and speculative. These correspond to the categories commonly used for mutual funds, ETFs, and stock investing. This is the first step in portfolio development.

 

 

 

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Disclaimer: The information on this site is general in nature and provided for informational, educational, training and discussion purposes only; and is not legal, health, investment or tax advice. Under no circumstances does this information represent a recommendation to buy or sell securities.  Although we strive for quality we don’t guaranty the accuracy of the information provided and assumes no liability for any damages or loss arising from its use.

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