First, we look at your overall tolerance for risk and your ability to take risk as it relates to your personal situation and goal. This allows us to recommend a portfolio strategy. The more risk you can take in your portfolio, the higher the equity component.
Within a given portfolio strategy there are several suitable portfolios. To recommend one, we use an algorithm that considers the portfolio’s performance, cost, and risk parameters. The portfolio with the best fit to your goals is the one we recommend.