Broker Check

Compare Your Personal Risk Score to Your Portfolio Risk Score

December 01, 2016
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Are you carrying too much risk in your investment portfolio? Proper risk management can significantly improve performance over time. First, you must know your personal risk score. Then, compare it to your portfolio risk score. These two scores should be aligned. To find out your personal risk score in about 5 minutes, click here. To find out your portfolio risk score, send me a list of your securities with names and account numbers blanked out, and I will run the analysis. We will see how your two scores compare and if changes should be made so we can pursue a more efficient and manageable portfolio designed to weather the ups and downs of the markets.