Asset Allocation Worksheet

What asset mix should you have for different goals?  The following asset mixes are provided as a guide.  Everyone’s situation and risk tolerance is different and should be evaluated on an individual basis.

I have used two types of investors, “Risk Minimizer” and “Risk Acceptor” for the following asset mix guide:

Income/Protection of Principal:  Short-term goals

 100 % Income for any investor

Income With Inflation Protection:  Short to Medium-term goals
Risk Minimizer                     Risk Acceptor

0%	5%	Aggressive Growth
20%	25%	Growth
50%	55%	Growth & Income
30%	15%	Income

 
Income & Some Growth:  Medium-term goals
Risk Minimizer                     Risk Acceptor

0%	15%	Aggressive Growth
25%	25%	Growth
50%	30%	Growth & Income
25%	10%	Income

 
Growth & Some Income:  Long to Medium-term goals
Risk Minimizer                    Risk Acceptor

10%	20%	Aggressive Growth
30%	40%	Growth
30%	30%	Growth & Income
30%	10%	Income

Maximum Growth:  Long-term goals
Risk Minimizer                    Risk Acceptor

10%	40%	Aggressive Growth
50%	40%	Growth
30%	20%	Growth & Income
10%	0%	Income