Strategy

In this area, you can create your own target allocation. By having a strategy, investors can feel more confident that their holdings are appropriate for their particular situation. Additionally, having a goal can help you efficiently rebalance as the market fluctuates.

We lay out a variety of different examples of potential target allocations. They have a broad range when it comes to expected risk and reward.
Once clicked, you can read a small summary about the selected example. After thorough research, if you choose that the example could be the right mix, you can select it as your target. This decision is entirely up to you.
If none of the examples appeal to you, or you already have a strategy in mind, you can create a custom target allocation as well. The slider function makes it easy to set the exact proportions you want. Additionally, there is further information about creating your own strategy

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