๐ฏ 2-minute risk assessment
What's Your Investment Style?
See how different approaches perform over time, then pick what feels right
๐ How it works: Compare three proven investment strategies side-by-side. All use the same market data, so you can see the real trade-offs between safety and growth.
Compare the Three Approaches
๐ก Pro tip: Look at the "Max Drawdown" below - that's the biggest loss you might see. Choose the number you can handle without panicking.
๐ก๏ธ Steady & Safe
Prioritizes capital preservation and steady growth
5.1%
Expected Return
6.3%
Volatility
0.50
Sharpe Ratio
Asset Allocation
Growth Assets (Stocks):39%
Safe Assets (Bonds):61%
Performance & Risk Analysis
+42.6%total return
Performance Analysis
Annualized Return
5.1%
Max Return
+47.8%
Max Drawdown
15.9%
Volatility
6.3%
+42.6%
total return
10-Year Projection
-15.9%
maximum drawdown
Worst-case decline
โ๏ธ Balanced Growth
Seeks balanced growth with moderate risk tolerance
8.3%
Expected Return
12.5%
Volatility
0.50
Sharpe Ratio
Asset Allocation
Growth Assets (Stocks):78%
Safe Assets (Bonds):22%
Performance & Risk Analysis
+61.0%total return
Performance Analysis
Annualized Return
8.3%
Max Return
+73.6%
Max Drawdown
33.9%
Volatility
12.5%
+61.0%
total return
10-Year Projection
-33.9%
maximum drawdown
Worst-case decline
๐ Maximum Growth
Pursues maximum growth with higher volatility
11.6%
Expected Return
19.2%
Volatility
0.50
Sharpe Ratio
Asset Allocation
Growth Assets (Stocks):120%
Safe Assets (Bonds):-20%
Uses Leverage
Performance & Risk Analysis
+76.2%total return
Performance Analysis
Annualized Return
11.6%
Max Return
+98.5%
Max Drawdown
49.5%
Volatility
19.2%
+76.2%
total return
10-Year Projection
-49.5%
maximum drawdown
Worst-case decline
Side-by-Side Comparison
Compare the key trade-offs to make an informed decision
| Characteristic | ๐ก๏ธ Steady & Safe | โ๏ธ Balanced Growth | ๐ Maximum Growth |
|---|---|---|---|
| Expected Annual Return | 5.1% | 8.3% | 11.6% |
| Volatility (Risk) | 6.3% | 12.5% | 19.2% |
| 10-Year Total Return | +42.6% | +61.0% | +76.2% |
| Max Drawdown | 15.9% | 33.9% | 49.5% |
| Stock Allocation | 39% | 78% | 120% |
| Sharpe Ratio | 0.50 | 0.50 | 0.50 |
| Max Return | +47.8% | +73.6% | +98.5% |
Choose any option above to see detailed analysis and start building your portfolio