75 or less: Safety Investor

  • Overview of pie chart for Safety investor: 15% to 100% GRO/VRO, 0 to 20% Fixed Income, and 0 to 5% EquityYour primary objective is preservation of capital, and/or
  • You have a relatively short period of time to allow your investments to recover from any negative years.

GRO/VRO or Money Market with Conservative Heritage Portfolio