Determining the appropriate asset mix/allocation is a starting point to determine your overall Risk Tolerance. There are five basic investment allocation strategies which make up a model. They are subject to personalization to the needs of you, the investor, and your specified investment goals.
We will refine your model based on your Riskalyze Number to ensure the appropriate fit. Your Riskalyze Number is determined by clicking on the tab "Free Portfolio Risk Analysis". We will use this analysis to determine where within the model should you be invested over the next six months.
The expecation is your financial attitude may change before we have our annual review. Therefore, I'll ask you to do a 6-month Risk Review to see if we need to alter your current model allocations.