PORTFOLIO STRESS TEST

Double Whammy Scenario

The allocation among asset classes characterizes your personal portfolio. To stress test it, our financial experts look at scenarios when financial markets are in disorder. First, can you weather the potential loss to your portfolio? Second, can you attain your financial goals given the real returns you're likely to achieve with your portfolio?

  • Target Return: 6-9%
  • Volatility: < 5%
  • Correlation: goes to 1
  • Yields: 2x, 2.1 — 4.2
  • Equity Market: -35%

Select your allocation in cash, bonds and equities using sliders below.

Portfolio
Instrument1 Diversified2 Traditional3
Cash   0%
Bond 10%
40%
Equities 20%
60%
Hedge Fund 35%  
Private Equity 35%  

1 Based on Global Indices from 1/31/2010-1/31/2015
2 DARA Diversified Portfolio (all asset classes)
3 Traditional Portfolio

Performance Past 5 Years - Forecast 2 Years

DARA Diversified Portfolio vs. Traditional Portfolio

DARA Diversified
Traditional Portfolio
  • 2012
  • 2013
  • 2014
  • 2015
  • 2016
  • 2017
  • 2018
  • 2019