Personal Portfolios Results

  • This number reflects the starting balance of this portfolio.
  • This number reflects the number of years until you expect to begin making a significant withdrawals from this account.
  • The number below represents the percent risk relative to the S&P 500 based on the results of the preceding questionnaire.
  • This rate of return reflects the historic avg. return for the comparable level of market risk
  • 2011 Black Monday refers to when U.S. and global stock markets crashed following the Friday night credit rating downgrade by Standard & Poor's of the U.S. sovereign debt from AAA, or "risk free", to AA+.
  • 10/08/2007 to 03/02/2009 - The Financial Crisis began in 2007 when the housing bubble burst. The crisis was the worst economic event in the U.S. since the Great Depression.
  • 03/20/2000 to 09/30/2002 - The Tech Bubble was a stock market bubble caused by excessive speculation in Internet-related companies in the late 1990s.
  • Tariff Tension refers to the collective reactionary panic that resulted from the news related to the start of the China Trade War.