Course 307: Getting More Conservative
Are You Being Too Aggressive?
In this course
1 Introduction
2 Are You Being Too Aggressive?
3 Alter Your Asset Mix
4 Restrain Your Bond Mix
5 Subdue Your Stock Mix
6 Tone Down Your Foreign Mix
7 Test Drive Before You Buy

How aggressive you should be with your investments depends on three things:

  • your investment goal, or how much money you'll need
  • your investment horizon, or how long you plan to invest for the goal
  • your ability to handle volatility

To find out whether your current portfolio is too aggressive for your goals, use an online asset allocation tool.

If you find that you're more than likely to meet your goals given your current portfolio, or you find that your portfolio is far more volatile than you thought, consider ways to make your portfolio more conservative.

Next: Alter Your Asset Mix >>


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