This profile leans toward caution but is open to some growth over a medium horizon. An example here tends to balance steadier classes with a meaningful, but not dominant, slice of shares.
An illustrative allocation
Here is the kind of structure a profile like this might explore — by asset class, never specific products. The ranges are illustrative, not a recommendation.
| Asset class | Illustrative range |
|---|---|
| Global equities | 25–40% |
| Bonds | 35–50% |
| Real estate & alternatives | 5–12% |
| Cash & equivalents | 5–15% |
| Crypto | 0% |
Illustrative example, by asset class only. Not a recommendation — investing involves risk, including loss of capital.
How the pieces fit
Bonds still anchor the example, but global equities take a larger role than in a preservation profile, with real estate and alternatives adding a little variety.
Curious where you fit?
Answer a few questions and discover your investor archetype — with an illustrative example portfolio by asset class. Educational, not advice.