CREATE YOUR OWN INVESTMENT MIX

Creating your own investment mix may be right for you if:

• You want a high level of involvement in building and maintaining your retirement portfolio.
• You enjoy tailoring your investments on a regular basis.

This approach appeals to investors who want to:

• Research and evaluate their investment choices
• Create their own portfolios
• Periodically review and adjust the portfolio's asset balance

If you choose this approach, we can give you a head start by helping you determine how much risk you’re comfortable taking on as a long-term investor. We also provide some examples of model portfolios that include a mix of different asset classes according to different levels of risk tolerance.

Even if you have some investment knowledge, review the Investing Basics pages before starting this strategy.