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Portfolio Test

Investment Portfolio Assessment Test

This questionnaire is designed to help clarify whether you should engage the services of a qualified investment consultant. Please take a few minutes to answer the following questions.

1. Do you know the significance of asset allocation? Yes   No   Don't Know
2. Do you know why the investments in your portfolio have been selected? Yes No Don't Know
3. Do you know what asset classes are utilized in your portfolio? Yes No Don't Know
4. Do you understand the relationship between those asset classes? Yes No Don't Know
5. Do you know what specific research has been utilized to construct your portfolio? Yes No Don't Know
6. Do you know how much risk you are taking with your portfolio? Yes No Don't Know
7. Do you know how much return you can expect from your investments? Yes No Don't Know
8. Do you know if you can pursue better returns with less risk? Yes No Don't Know
9. Do you know how to properly evaluate the returns and risks from your investments? Yes No Don't Know
10. Do your current investments generate sufficient returns to meet future goals? Yes No Don't Know
11. Do you know the percentage of stock overlap in your portfolio? Yes No Don't Know
12. Do you understand the cost of your portfolio and is it justified? Yes No Don't Know
13. Has an optimization analysis been performed? Yes No Don't Know
14. Has a detailed retirement analysis been performed in coordination with your investment portfolio?    Yes  No  Don't Know
15. Do you have an investment policy statement? Yes No Don't Know
16. Does your consultant specialize in asset management? Yes No Don't Know
17. Do you truly understand your portfolio? Yes No Don't Know
18. Are you satisfied with the level of expertise given your portfolio? Yes No Don't Know
19. Have you considered institutional investment solutions? Yes No Don't Know
20. Have you considered tax-managed or tax-aware investment solutions? Yes No Don't Know

 

Count the number of "Yes" answers

1–7: Unfortunately, your portfolio needs serious examination. You should engage the services of a qualified investment consultant.

8–15: Great, you've done some excellent work; however, it appears there are some areas that need review. It would be prudent to review your portfolio with a qualified investment consultant.

16–20: Congratulations, you are a sophisticated investor and/or have an excellent investment consultant.