Broker Check

MY RISK SCORE IS...

MODERATELY CONSERVATIVE

MODERATELY CONSERVATIVE

If you scored anywhere between 50-59 on your Riskalyze questionnaire, you fall in the moderately conservative category.

Your primary investment goal is focused on maintaining a lower level of risk and more consistency in portfolio returns, but with a willingness to take on a reasonable level of volatility to increase your chances of earning higher long-term rates of return.

It is recommended that you diversify your investments into these American Fund funds below:

15% Global Balanced Fund A

15% Income Fund of America A

20% American Balanced Fund A

15% Growth Fund of America A

15% American High-Income A

20% Moderate Growth & Income A