Zion

Objective: Aggressive growth

Target allocation: 85% stock, 15% bonds

With its humble origins, Zion National Park originally started as a relatively flat basin with a series of small rivers running through it. Over the next 240 million years those small tributaries formed the Virgin River, which on its way home to Lake Mead slowly and painstakingly carried with it sand, rock, and pebbles that were deposited into the layers of sandstone that now make up the iconic formations of this park.

At 85% stock and 15% bonds this portfolio represents our first divergence from pure growth. Thankfully you don’t need hundreds of millions of years to see results, but as one of our more aggressive portfolios it is designed for those with a longer time horizon, and higher risk tolerance.