ASSET ALLOCATION

INVESTMENT
QUADRANT
AGE 25-35 AGE 35-45 AGE 45-55 AGE 55-65 AGE 55-65
Protection 5% 5% 5% 5% 5%
Safety 5% 20% 25% 25% 30%
Growth 40% 30% 25% 25% 20%
Opportunity 40% 30% 25% 20% 15%
Asset 10% 15% 20% 25% 30%

INVESTMENT
QUADRANT

PROTECTION

SAFETY

GROWTH

OPPORTUNITY

ASSET

TOTAL

AGE OF ENERGY
AGE 25-35

5%

5%

40%

40%

10%

100%

AGE OF RESPONSIBILITY
AGE 35-45

5%

20%

30%

30%

15%

100%

AGE OF LIABILITIES
AGE 45-55

5%

25%

25%

25%

20%

100%

AGE OF STABILITY
AGE 55-65

5%

25%

25%

20%

25%

100%

AGE OF FREEDOM
AGE 65-75

5%

30%

20%

15%

30%

100%