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Asset Allocation Models

Retirement Investor makes it easy to invest like a pro, with access to five professionally managed model portfolios constructed using low-cost exchange-traded funds (ETFs).

Choose the portfolio that’s right for you, and we’ll provide an easy-to-follow Portfolio Trade Report — your blueprint to build your portfolio within your existing retirement account.

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Moderate Portfolio:
RECOMMEND MY PORTFOLIO

The Moderate Portfolio is designed for investors with a moderate risk tolerance who are willing to accept normal portfolio volatility to achieve higher returns.

Risk Meter

The Very Conservative Portfolio is designed for investors willing to accept lower investment performance in exchange for lower portfolio volatilty.

Risk Meter

The Conservative Portfolio is designed for investors with a low-to-moderate risk tolerance who can handle some short-term portfolio volatility.

Risk Meter

The Moderate Portfolio is designed for investors with a moderate risk tolerance who are willing to accept normal portfolio volatility to achieve higher returns.

Risk Meter

The Aggressive Portfolio is designed for investors with an aggressive risk tolerance who can handle greater short-term portfolio volatility to achieve higher returns.

Risk Meter

The Very Aggressive Portfolio is designed for investors with the highest risk tolerance who can handle higher portfolio volatility to maximize performance potential.

Risk Meter
Very Conservative
20% STOCK   80% BOND
Conservative
40% STOCK   60% BOND
Moderate
60% STOCK   40% BOND
Aggressive
80% STOCK   20% BOND
Very Aggressive
100% STOCK
PERFORMANCE:*
     
Since
Inception
4.27%
6.54% 8.75% 10.91% 13.02%
3 Year
3.02%
4.42% 5.80% 7.14% 8.45%
1 Year
1.42%
4.57% 7.76% 10.99% 14.25%
Year to
Date
4.73%
6.90% 9.07% 11.24% 13.41%

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*Performance ending July 31, 2017.
Since Inception date is January 1, 2013.
Year to Date is from January of this year.
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