U se the following asset allocation worksheet found on pg. I seek maximum long-term growth of my capital. I do not care about receiving significant current payments of income, and I am willing to accept large fluctuations in the value of my investments. Very High I want significant long-term growth of my capital. However, I do not like extremely speculative investments and prefer to avoid excessive swings in portfolio value.
Current income is a consideration, although secondary to achieving capital growth.
High I want to achieve a balance between growth an income. I am willing to sacrifice some long-term return to invest within these constraints. Moderate I want to achieve a reasonable rate of income from my portfolio. Capital growth is a secondary consideration, although it is nonetheless important to me. Moderately Low I want the value of my portfolio to be relatively stable.