Who Should Invest: An aggressive portfolio is appropriate for an investor with a high risk tolerance and a time horizon longer than 10 years. Aggressive investors are willing to accept periods of extreme market volatility (ups and downs in account value) in exchange for the possibility of receiving high relative returns that outpace inflation by a wide margin.
Aggressive Portfolio Asset Allocation: 85% Stocks, 15% Bonds
Example Allocation by Mutual Fund Category:
30% Large-cap stock (Index)
15% Mid-cap stock
15% Small-cap stock
25% Foreign or Emerging Stock
15% Intermediate-term Bond
See Also:
Moderate Mutual Fund Portfolio Sample
Conservative Mutual Fund Portfolio Sample
Disclaimer:
The information on this site is provided for discussion purposes only, and should not be misconstrued as investment advice. Under no circumstances does this information represent a recommendation to buy or sell securities.
