Your portfolio: Conservative or aggressive?

In general, stocks have greater potential for growth and total return compared to bonds. On the other hand, bonds offer greater potential for stability and income compared to stocks. For this reason, most financial advisors agree that a portfolio more heavily weighted with stocks is more “aggressive” and one with more bonds is more “conservative.”

Review the different types of portfolio mixes.

Portfolio mix

Type of portfolio Mix of stocks and bonds
Conservative 20% stocks
80% bonds
Moderately conservative 40% stocks
60% bonds
Moderate 65% stocks
35% bonds
Moderately aggressive 80% stocks
20% bonds
Aggressive 100% stocks

Note: Ask an investment professional to help you create a portfolio that best meets your goals, timeline, and risk tolerance.

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