3 Simple Steps to Review Your Investment Portfolio

Be sure to periodically check your asset allocation to make sure you're taking on the right amount of risk for you.

A periodic review of your investments will reveal whether your allocations are out of balance. A moderate portfolio geared for growth and income typically holds 60% stocks and 40% bonds. An aggressive portfolio—for people with more risk tolerance and a time horizon of ten years or more—typically holds 80% stocks and 20% bonds.

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