Your portfolio: Conservative or aggressive?

Move the wand to change the portfolio balance between stocks and bonds.


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.” You can learn more by adjusting the size of the two segments in this pie chart.
stocks
bonds

Conservative

Moderately Conservative

Moderate

Moderately Aggressive

Aggressive

Ask an investment professional to help you create a portfolio that best meets your goals, timeline, and risk tolerance.
Managing your portfolio Matching investments to your situation Your portfolio: Conservative or aggressive?