You should generally be allocated from 0% to 20% in growth assets (red/yellow money). The majority should be allocated to assets with less risk (green money). You are risk averse and the main focus is on principal preservation.
Conservative Growth Investor: 21-40
You should generally be allocated from 21% to 40% in growth assets (red/yellow money). The remainder should be allocated to assets with less risk (green money). Conservative Growth Investors are somewhat conservative and do not want to be allocated more than 40% to the stock market.
Balanced Investor: 41-60
You should generally be allocated 41% to 60% in growth assets (red/yellow money). The remainder should be allocated to assets with less risk (green money). Moderate growth and a balanced allocation is important to your long term success. You understand that you must take some risk in order to potentially get a better than inflation like return.
Moderate Growth Investor: 61-80
You should generally be allocated 61% to 80% in growth assets (red/yellow money). The remainder should be allocated to assets with less risk (green money). You are more growth oriented, but are not comfortable with 100% of your assets subjected to market volatility. Maintaining a small portion of assets with less risk is an important part of the allocation.
Growth Investor: 81-100
You should generally be allocated 81% to 100% in growth assets (red/yellow money). You are a growth investor and growing your principal is the primary objective. Growth Investors understand that the market goes up and down but you are in it for the long term growth potential that stocks may provide.
