Moderate-Aggressive
Investment Profile
This portfolio is primarily focused on seeking growth through appreciation over the time horizon, while limiting risk through bonds. As an investor, it is necessary to be able to tolerate market drops and constant volatility in exchange for exposure to the possibility of higher long-term gains. It is important to have the financial stability to not need the portfolio's capital for at least the next 10 years.
Assignment
Total Return
Compound Annual Growth Rate (CAGR)
Total Return per month
Rollbacks
Worst Drops
Volatility
Risk-adjusted return
Monte Carlo (Simulation)
Projected Normal Distribution
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