Skip to content

Perfecting Your Portfolio

All things financial independence and how to get you there

Portfolio Optimizer – Page

Age

Liquid Assets

Illiquid Assets

Debt

Net Worth

Automatic Calculated

Annual Income

Annual Savings

Retirement Age

Risk Quiz

The primary purpose of my portfolio is to?

Build Wealth

Protect my savings

A mix of both

You have the option of portfolio A, B or C. In the last two drawn out stock market downturns, 2000-2002 and 2007-2009, Portfolio A dropped 40%, Portfolio B dropped 25% and Portfolio C dropped 7%; including dividends and bond payments. It took 4+ years for the market to reach its previous peak from the start of the crash in both cases. Going forward, the expected yearly return of Portfolio A is 10%, Portfolio B is 7.5% and Portfolio C is 5%, including dividends/bond payments. Which portfolio would you prefer?

Portfolio A

Portfolio B

Portfolio C

How familiar are you with the stock market?

Very familiar

Somewhat familiar

Unfamiliar

When will you need to draw on a significant portion (10-20%) of your portfolio for retirement, house payment, etc?

Less than 10 years

10-15 years

Over 15 years

Low

Medium

High

Risk Tolerence

Calculating Score

Retirement Summary

$0.88M

Net Worth forecast at Retirement

$1.73M

Net Worth forecast at 88

Retirement Score

Need attenntion

On your way

Getting Close

On Track

You're 1% to goal

~~This~~ is bold and this is Italic!

I am years old, my pre-tax income is $ and I have current savings of
$

Securities	Weight	Value ($)
us large cap	25%	$12,500
international developed markets	3%	$1,250
investment grade bonds	3%	$1,250
international emerging market	13%	$6,250
gold	3%	$1,250
small cap	25%	$12,500
mid-cap	3%	$1,250
real estate	25%	$12,500
treasury	3%	$1,250

Perfecting Your Portfolio, proudly powered by WordPress.