Reference allocations across five risk tiers, from capital preservation to maximum growth. Use them to understand how stocks, bonds, and cash combine at every risk level — then let Alistair map your actual accounts against the right target.
Educational examples, not personalized advice. Your optimal allocation depends on your age, income, goals, and risk tolerance.
Capital preservation first, growth second.
Steady, with enough growth to keep up with inflation.
The classic balanced portfolio for the middle of your investing life.
Growth-oriented, with a cushion for the rough patches.
Maximum growth for those who can ride out the storms.
100% stocks for maximum long-run compounding.
Built to generate cash flow, not just growth.
Nearly all bonds, designed for stability and preservation.
Alistair gives you everything a traditional advisor does — plus tax strategy, estate planning, and 24/7 access — for a flat subscription.
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