Personalized Portfolios Results

Investor Name
First Last
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.
Percent of S&P 500 Risk
The number below represents the percent risk 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 avg. return for the comparable level of market risk
S&P 500
2011 Black Monday
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+.
2007 Financial Crisis
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.
2000 Tech Bubble
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.
2018 Tariff Tension
Tariff Tension refers to the collective reactionary panic that resulted from the news related to the start of the China Trade War.