09.1202 Risk Tolerance

09.1202 Risk Tolerance - Bond 1 Capital Pre 2 Conservative...

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Risk Tolerance December 2, 2009 RISK TOLERANCE Short Time  Horizon Long Time  Horizon Risk  Tolerant Moderate Aggresive Risk Averse Conservative Moderate MULTIPLE PORTFOLIOS Hierarchy of Retirement Needs Higher Risk  Portfolio 5. Charity  Excess  Capacity 4. Legacy 3.  Discretionary 2. Emergency  Core Needs 1. Core Needs RISK TOLERANCE TEST Catego ry Count Stock %
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Unformatted text preview: Bond % 1 Capital Preservation 10 90 2 Conservative Income 20 80 3 Income and Growth 40 60 4 Balanced 11 50 50 5 Growth and Income 29 55 45 6 Conservative Growth 26 60 40 7 Moderate Growth 9 65 35 8 Dynamic Growth 5 70 30 9 Aggressive Growth 1 85 15 10 Ultra-Aggressive Growth 95 5 TOTAL = 81 MEAN = 5.86...
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  • '09
  • Jones,Frank
  • Harshad number, risk¬†tolerance, Conservative Growth Moderate, Conservative Income Income, Moderate Long Time, TOLERANCE Short Time

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