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Personalized Portfolios ResultsGreg Reid2020-09-17T14:39:12-04:00

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 you would feel comfortable taking relative to the S&P 500, based on the results of the preceding questionnaire.
  • The number below represents the historic performance a portfolio with similar risk characteristics and time horizon.

  • Starting Balance
    $100,000

    Growth Target
    $271,900

    Time Horizon
    20 Years

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