Investor Profile and Asset Allocation Calculator

Investor Profile and Asset Allocation Calculator

Use this tool to establish an investor profile and compare an investor's current asset allocation against a model portfolio suitable for that profile.

Questions

1. When making a long-term investment, I plan to hold the investment for

2. If you owned an investment that fell 20 percent over a short period, what would you do?

3. Generally, I prefer an investment with little or no fluctuation in value, and I am willing to accept the lower returns associated with these investments.

4. When it comes to investing in stocks or bonds, I would describe myself as a

5. How optimistic are you about the long-term prospects for the economy?

6. What do you hope your portfolio value will be 10 years from now?

7. What is your current income requirement (interest plus dividends) from this portfolio?

Current Asset Allocation

Cash

Bonds

Large-cap Stocks

Small/Midcap Stocks

Foreign Stocks