Portfolio Stress Test2018-10-12T10:32:32+00:00

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%

Only available on the computer.

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