VI. Create models for different risk levels
AVI provides 5 asset allocation models:
1. American Hero Equity Plus – 75% Heroes, 20% REITs and 5% money market fund for less risk.
2. American Hero Equity - 97% Heroes, 3% money market fund.
3. American Hero Balanced – 55% Heroes, 20% REITs, 18% Bonds and 7% money market fund for less risk and higher payout needs.
4. American Hero Consevative - 35% Heroes, 20% REITs, 15% money market fund, and 30% Bonds
5. American Hero Defensive - 15% Heroes, 20% REITs, 25% money market fund, and 40% Bonds
We also have 6 mutual fund portfolios that align with our current values investment approach.
To return to Our Ten-Step Investment Process main page click here.
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