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 |
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Checking Account
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Savings Account
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CDs
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Money Market
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Mutual Fund -Large Cap
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Mutual Fund-Small Cap
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Mutual Fund-International
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Mutual Fund-Corporate Bonds
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Mutual Fund-Government Bonds
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REITs
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Large-Cap Stock
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Small-Cap Stock
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International Stock
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Equity in Home . _ .
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Other Real Estate Holdings
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Investment in Collectibles (e.g.. Antiques. Art)
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Other Investment
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Other Investment
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Other Investment
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Other Investment
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Total Investments
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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?