What actions will you need to take to align the risk level

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Reference no: EM131301276

1. Enter information about your current investments in the following chart. (If you input this information in the Excel template, the software will create a pie chart showing the market value of each investment.)

Type of Investment Market Value of Investment Goal(s) Met by Investment and Duration of Goal Percantage of funds Allocated to This Investment

Checking Account

 

 

 

Savings Account

 

 

 

CDs

 

 

 

Money Market

 

 

 

Mutual Fund -Large Cap

 

 

 

Mutual Fund-Small Cap

 

 

 

Mutual Fund-International

 

 

 

Mutual Fund-Corporate Bonds

 

 

 

Mutual Fund-Government Bonds

 

 

 

REITs

 

 

 

Large-Cap Stock

 

 

 

Small-Cap Stock

 

 

 

International Stock

 

 

 

Equity in Home . _ .

 

 

 

Other Real Estate Holdings

 

 

 

Investment in Collectibles (e.g.. Antiques. Art)

 

 

 

Other Investment

 

 

 

Other Investment

 

 

 

Other Investment

 

 

 

Other Investment

 

 

 

Total Investments

 

 

 

2. How would you rate your portfolio (i.e., conservative, moderate, or aggressive)?

3. Does the risk level of your portfolio correspond to your personal risk tolerance? If it does not correspond, what actions will you need to take to align the risk level of your portfolio and your own personal risk tolerance?

Reference no: EM131301276

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