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What are the different risk tolerance scores and the recommended portfolio models in WealthRabbit?
WealthRabbit offers portfolio models tailored to your risk tolerance score, helping you select the right investment approach that aligns with your financial goals and risk comfort level. Here’s a breakdown of the scores, risk levels, and the suitable portfolio models:
|
Score range |
Risk level |
Portfolio Model |
Suits for |
Description |
|
0-4 |
Low |
Snowshoe Portfolio |
Investors nearing retirement or those wanting to preserve capital with minimal equity exposure |
A safe, steady approach like the cautious Snowshoe rabbit. Focuses on bonds and low-volatility assets for minimal risk. |
|
5-8 |
Low to Moderate |
Angora Portfolio |
Investors are looking for moderate growth while avoiding significant volatility. |
Like the calm Angora rabbit, this portfolio offers a balance of growth and security with a slight lean towards conservative investments and some growth assets. |
|
9-12 |
Moderate |
Lop Portfolio |
Investors with a medium-term horizon who are comfortable with some market ups and downs |
Fast and adaptable like the Lop rabbit, this portfolio offers a diversified mix of stocks and bonds, balancing safety and growth for steady returns. |
|
13-16 |
Moderate to High |
Cottontail Portfolio |
Investors with a longer time horizon and higher risk tolerance |
Inspired by the resilient Cottontail rabbit, this portfolio leans heavily on growth stocks while maintaining some protective assets for higher return potential. |
|
17-20 |
High |
Jackrabbit Portfolio |
Investors with a long-term horizon, high-risk tolerance, and a focus on rapid growth |
Bold and fast like the Jackrabbit, this portfolio is designed for maximum returns with heavy exposure to stocks and high-growth investments, suitable for high market volatility. |
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