Need help to enter information about your proposed investment types in the following chart. One column lists the type of investments, the second column lists market value of investments, and the third is goal(s) met by investment and duration of goal. 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 collectible, other investment.
Afterwards Please answer these questions:
1. How would you rate your portfolio ( i.e. conservative moderate or aggressive)?
2. 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?
3. Is your proposed asset allocation appropriate given your risk tolerance? If not, what change will investments?
4. As you make additional investments in the future, how do you plan on allocating your assets?