Cautious

Based on your answers, we determined your investor profile is cautious. You are more concerned about preservation than growth. You are reluctant to ride the ups and downs of the market. You can take small risks to obtain small returns over the long-term. You will find below the proposed asset allocation corresponding to your investor’s profile. If you disagree with your investor’s profile, please contact us.

I accept my investor profile.

Portfolio Asset Classes Weights Fees
Equities<
Bonds
Alternatives
Total Portfolio Weights and Fees



Portfolio Asset Classes Symbols Weights Fees



Performance Statistics Portfolio Benchmark Difference
3-Month Calendar Return
1-Year Calendar Return
3-Year Annualized Return
5-Year Annualized Return



Risk Measurements Portfolio Benchmark Difference
Standard Deviation
Maximum Drawdown
Sharpe Ratio
Index Correlation

Disclaimer

This report is prepared solely for information purposes in connection with this Portfolio. Historical returns shown are simulated, gross of management fees and do not consider brokerage commissions. They are calculated on a total return basis and annualized for all periods greater than one year. Past performance is not necessarily an indicator of future performance. The indicated performance above and may not reflect the actual performance of clients following the Portfolio.

Financial Life Strategies (FLS) makes every effort to ensure that the contents have been compiled or derived from sources believed reliable. However, FLS makes no warranty or representation, express or implied, in respect thereof, takes no responsibility for any errors and omissions which may be contained herein and accepts no liability for any loss arising from any use of or reliance on this report or its contents. Additional information may be available which is not reflected herein.

© 2018 Financial Life Strategies. All Rights Reserved.

Menu