The Nest Egg approach to investing is based on a Monte Carlo™ simulation that calculates the probability of reaching your financial goals. Using your answers to a short series of questions, Nest Egg is able to determine your risk-tolerance level and assign you a corresponding Nest Egg number. This number, combined with your investment objective, enables Nest Egg to create a comprehensive investment plan and assist you in achieving your financial goals.
The conservative model focuses on earning steady interest all while preserving capital. This is achieved by allocating a relatively small position in higher risk asset classes and concurrently keeping a majority of the positions in assets expected to have minimal volatility. The return potential will remain relatively minimal commensurate with risk.
The conservative model focuses on earning steady interest all while preserving capital. This is achieved by allocating a relatively small position in higher risk asset classes and concurrently keeping a majority of the positions in assets expected to have minimal volatility. The return potential will remain relatively minimal commensurate with risk.
The low risk model focuses on capital appreciation while maintaining an emphasis on preservation of capital. Since this model does seek growth of principal, the majority of your investments will remain in assets expected to be less volatile in order to preserve capital. The risk and return potential will remain higher than the "Ultra Conservative" and "Conservative" models.
The main objective of the moderate model is to seek a relatively equal blend of capital appreciation and preservation of capital. This model will be invested in assets expected to be less volatile in order to preserve capital, as well as higher risk assets that seek capital appreciation.
The majority of the assets within the Above Average model focus on capital appreciation. Although capital appreciation is the main objective, this model still dedicates a portion of the allocation in assets expected to be less volatile in order to preserve capital. With this model, there is an increased potential for loss due to an increased focus of capital appreciation and inherent risks.
This model emphasizes aggressive growth and exposes the investor to a higher potential for capital gains. This is accomplished by allocating a majority of the portfolio in higher risk assets with only a small allocation in assets expected to be less volatile. Although the emphasis is on a greater amount of capital gains, the exposure to higher risk assets in order to achieve this goal may lead to a substantial risk of loss to your investment.
The central focus of this model is aggressive growth by pursuing immense capital gains. Almost the entire portfolio will be allocated to higher risk asset classes in order to drive aggressive growth. A substantially small portion of the portfolio will be allocated to investments expected to be less volatile. Due to the higher risk taken to achieve higher returns, ample risk of loss may be present including a hefty loss to your entire investment.
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