Your Results


Your Results

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Investor Questionnaire

Suggested allocation:

  • Stocks:
  • Bonds:
  • Short-term reserves:

Current asset mix:

  • Stocks:
  • Bonds:
  • Short-term reserves:

In order to reach your new target asset mix, you'll need to allocate your investments by exchanging, selling, or buying funds within your account. The reallocation of your existing holdings won't happen automatically.

You may want to write down the suggested percentages as you select funds.
If you have a Vanguard account, you can also see the target asset mix on your
account overview

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This analysis evaluates your current asset allocation—along with your costs, taxes, and risks—using the same methodologies that underlie our personal advice services.

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