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Personalized Portfolios Results
Greg Reid
2020-09-17T14:39:12-04:00
Personal Portfolios Results
Investor Name
Advisor Name
Investment Amount
This number 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.
S&P 500 Risk Percent
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.
Growth Target
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
