american values investments
Inside AVI American Hero Companies Investing Library Contact

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  Our Ten-Step Investment Process

 

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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