Personalized Portfolios Results

Personal Portfolio Results

Investor Name

Advisor Name

Investment Amount ($)

This number, shown in dollars, reflects the starting balance of this portfolio.

Years Until Distribution

This number reflects the number of years until you expect to begin making a significant withdrawals from this account.

Results

S&P 500 Risk (%)

The number below represents the percent risk your client would feel comfortable taking relative to the S&P 500, based on the results of the preceding questionnaire.

Target Rate of Return (%)

This rate of return reflects the historic rate of return for a comparable level of risk. Benchmarks are S&P 500 and Total Bond Market. (Past Performance is no guarantee of future results)

Maximum Drawdown (%)

This number represents the maximum percentage drawdown that a traditional portfolio with these risk characteristics might have experienced in the last 30 years.

Growth Target ($)

The number below represents the projected portfolio growth based on the historic performance a portfolio with similar risk characteristics and time horizon.

Growth Target (Negative)

The number below is negative because the systematic withdrawals exceeded the investment growth. You might consider reducing withdrawals or increasing the initial investment.

Risk Profile

Conservative

Conservative Description

A Conservative investor values protecting principal over seeking appreciation. This investor is comfortable accepting lower returns for a higher degree of liquidity and/or stability. Typically, a Conservative investor primarily seeks to minimize risk and loss of principal.

Risk Profile

Moderate

Description

A Moderate investor values reducing risks and enhancing returns equally. This investor is willing to accept modest risks to seek higher long-term returns. A Moderate investor may endure a short-term loss of principal and moderate volatility in exchange for long-term appreciation.

Risk Profile

Growth

Description

Suggested Allocation

S&P 500 Risk Percentage is below 20%. This indicates your client is very conservative. Personal Portfolio Management isn't designed for this level of risk. Contact our office for other options.

Equity (%)

Investments in this sleeve should be equity focused and more closely track the equity market

Adaptive (%)

Investments in this sleeve should be more balanced with the ability to adjust during changing markets

Income (%)

Investments in this sleeve should be bond focused and more closely track the bond market

Allocation Explanation

Q3 has developed our Personalized Portfolio Management (PPM) service to manage client accounts to their specific Risk Score. PPM is not a just a management strategy. It’s a process – a process for defining what successful investing means to your client and helping them effectively achieve their investing goals. PPM Monitors all of our Q3 strategies and employs an ongoing system to adjust client allocations based on the market environment.

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