One of our newest features is the Allocator tool! In the brief introductory video at the top of the page, Motley Fool Chief Investment Officer Andy Cross and Financial Planning Specialist Amanda Kish explain the basics of asset allocation.
Our Style Teams offer model portfolios based on various risk tolerances and time horizons to help understand different ways a portfolio can be constructed.
By using the "Sort the Styles" section on the right-hand side of your screen, you may toggle your "Risk vs Reward" and "Intended time horizon."
By toggling these fields, you will see the Styles change to match your selections.
The Style that fits your selections best will be first in this list, followed by the next best fit and so on and so forth.
Once you have found the Style that best fits your portfolio best, click the blue text (like the one shown below) to make your selection.
Then click the blue "See your recommended allocation" button to check out your Style's page.
On each Style's page, you will find a video introduction and description, as well as a breakdown of the allocation for that Style.
To check out a break down of that Style's allocation, simply click on any of the buttons next to the pie chart (Stocks, Bonds/Cash, ETFs).
You are free to change your Style at any time.
Please note that we have an engagement team that assists members with website navigation and login issues, and our services, but we are not financial advisors, and do not provide any personalized advice. The decision of which Style best fits your portfolio is entirely up to you.
None of the information provided shall constitute personalized financial advice. All model portfolios are for educational purposes only. User inputs for investment time horizon and risk tolerance enable users to change Styles or see the models for other Styles at any time.
Please see our Tools Terms of Service.