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. You can aim to take more risk when you’re young to open yourself up to bigger reward. You can aim to take less risk as you get older to emphasize capital preservation.

We lay out a 9 different examples of potential target allocations. They offer broad range of potential risks and rewards. Choose the one that works for you!
You can also create your own target allocation from scratch. The DIY Strategy section offers a slider that makes it easy to choose the exact portion of US stocks, international stocks, and bonds that you want to target.

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