The tool below is designed to help Members determine where they fit on the Ideal Strategy Curve using our Wealth Pyramid.
There is no right or wrong position on the curve. Your ideal approach to investing depends on two criteria: your time horizon and your unique financial goals. The tool below can help you create an investment portfolio that makes sense for you.
Simply drag the slider above to your desired level of risk and return. As you do so, you’ll see our allocation suggestions to the left. The percentages indicate what portion of your portfolio you should put toward each investing strategy. By following these suggestions, you can adjust your risk and maintain a well-diversified portfolio that fits your needs.
For a complete breakdown of all our investment strategies, as well as trading service suggestions that fit each one, click here.