STRATEGY 2: MIX YOUR OWN - SELECT CHOICE

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.

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