Does My Portfolio Fit Me?

Assess your risk tolerance and learn if your portfolio fits you. Simply complete ourQuestionnaire to find out.

Free, no obligation Portfolio Stress Test

What could happen to your portfolio if…..the recession returns
…the bond market drops
…the 2013 bull market continues
…the 2008 market repeats

 

Portfolio Stress Tests

You can learn how protected your portfolio could be against potential interest rate swings, market collapses and more. The Riskalyze stress tests are not simply a rear view mirror or historical snapshot. The stress tests display how your portfolio would likely perform, in the future, if a similar market period were experienced. This allows investments to be tested that may not have even existed in the epoch of time modeled. This tool helps you and your advisor to address the “what if?” questions and craft the right portfolio for you.
Stress Test Scenarios2
Hypothetical examples shown are for illustrative purposes only and are not representative of any investment or investor experience. Individual results will vary.

A Risk Tolerance Questionnaire based on
Nobel Prize Winning Science

Built on the academic framework called Prospect Theory that won the Nobel Prize for Economics in 2002, this system can pinpoint your risk tolerance with math, and help engineer portfolios to fit you. It’s important to answer the questionnaire accurately. The questions capture your “Risk Fingerprint” which is your own personal risk tolerance, unique as your fingerprint. A Risk Score ranging from 1 to 99 is assigned and as you can see it’s shaped like a speed limit sign, so a higher Risk Number means a higher level of risk and potential return.
Risk 72

Does my portfolio match my risk number?

You can work with Cornerstone Financial Group to ensure your portfolio is in-line with your risk score. This program software enables you and your advisor to optimize your portfolio while taking diversification into account.

What if I’m not currently a client?

No problem. Simply take the Risk Tolerance Questionnaire and an advisor will contact you to discuss the results. Answering the Questionnaire accurately will allow us to build a suitable target portfolio to discuss with you.

The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. No strategy assures success or protects against loss. Investing is subject to risk which may involve loss of principal.