Like portfolio size, the more you invest the more aggressive your investments should be. This is the percentage of income you will need from your investments. Most people do not require any income from their investments until they retire. The tax rate you expect to pay on your investments. Your personal ability to tolerate your portfolio value fluctuating up and down.
Many people overestimate their ability to tolerate risk.
The better your outlook, the more aggressive you can be with your investments. We can not and do not guarantee their accuracy or their applicability to your circumstances. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues. More Information .