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If yes, when was it last reviewed?
By what institution?
Safety of principle is my primary concern.I need to increase my income, and my investments should be safe.My investments assets should grow over time and generate some current income.I want my investments to grow substantially over a long period of time. In pursuit of this goal, I understand that there is the risk of principle loss.
Less than 2 years2 - 5 years5 - 10 years10 - 20 yearsOver 20 years
My preference is to receive all income generated, as I will be using the income.My preference is to receive some income and reinvest the rest.My preference is to reinvest all the income, as I will not rely on it now.
Minimal - Returns should be stable and derived mostly from current incomeSome - There can be declines in value as long as the portfolio generates income and shows some capital appreciation over time.Moderate - Somewhat volatile performance is acceptable as long as the portfolio is invested primarily for capital appreciation over the long term.Considerable - Substantial portfolio volatility/risk can be tolerated while pursuing higher potential returns.Extensive - Emphasis is on long-term returns without regard to risk.
Over 20%10 - 20%5 - 10%0 - 5%
$950,000 (5% decline)$900,000 (10% decline)$850,000 (15% decline)$800,000 (20% decline)
Portfolio A - Low: -$160,000, Mean: $79,000, High: $320,000Portfolio B - Low: -$130,000, Mean: $74,000, High: $280,000Portfolio C - Low: -$115,000, Mean: $71,000, High: $255,000Portfolio D - Low: -$100,000, Mean: $67,000, High: $235,000Portfolio E - Low: -$95,000, Mean: $64,000, High: $220,000
1 = capital preservation is more important than high total return10 = maximizing return is the priority, volatility of the portfolio is not a factor