What actions will you need to take to align the risk level

Reference no: EM131301276

1. Enter information about your current investments in the following chart. (If you input this information in the Excel template, the software will create a pie chart showing the market value of each investment.)

Type of Investment	Market Value of Investment	Goal(s) Met by Investment and Duration of Goal	Percantage of funds Allocated to This Investment
Checking Account
Savings Account
CDs
Money Market
Mutual Fund -Large Cap
Mutual Fund-Small Cap
Mutual Fund-International
Mutual Fund-Corporate Bonds
Mutual Fund-Government Bonds
REITs
Large-Cap Stock
Small-Cap Stock
International Stock
Equity in Home . _ .
Other Real Estate Holdings
Investment in Collectibles (e.g.. Antiques. Art)
Other Investment
Other Investment
Other Investment
Other Investment
Total Investments

2. How would you rate your portfolio (i.e., conservative, moderate, or aggressive)?

3. Does the risk level of your portfolio correspond to your personal risk tolerance? If it does not correspond, what actions will you need to take to align the risk level of your portfolio and your own personal risk tolerance?

Reference no: EM131301276

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