Managing Risk
HOW MUCH RISK DO you WANT?
Low to Moderate Risk Investments
Goal: 3-5% per year
%
Safe & Secure Assets
Goal: 5% per year for future income
%
High Risk Investments
Goal: 10% per year
%
$
Total Portfolio
$
0
Grand Total
Bank Money
Safe and liquid for bills. Ex. Checking, Savings, CDs
$
$
$
$
$
$
Total:$0
Personal Pension
Protect principal & income. Ex. Bonds, Annuities
$
$
$
$
$
$
Total:$0
Growth w/ Risk
Can lose money? Goes here. Ex. Stocks, ETFs
$
$
$
$
$
$
Total:$0
%
Bank Money
%
Personal Pension
%
Growth w/ Risk