Skip to main content
No. of Recommendations: 0
Based on the X-Ray, here are there comments:

Asset Allocation:

"Your portfolio is aggressive. An asset mix such as yours normally generates high long-term returns but can be very volatile. Financial planners typically recommend these types of mixes for investors who have investment horizons longer than 10 years, need high returns, and are comfortable with a high level of risk. Note also that your portfolio has greater exposure to foreign stocks than is typical. You may want to take this into consideration in evaluating your overall asset mix."

Diversification Style:

Your overall portfolio style: Core
Your portfolio's stock exposure is spread evenly across the market and includes a good mix of small, medium, and large companies, as well as a fairly even mix of conservatively priced value stocks and high-flying growth stocks. For most investors, maintaining such broad-based market exposure is a prudent way to invest.


Stock Sector:

"Your stock portfolio is too heavily geared toward foreign stocks for us to provide a written evaluation of your sector exposure. You can still examine the sector weightings of those holdings for which data are available."

Stock Types:

"Your stock portfolio is too heavily geared toward foreign stocks for us to provide a written evaluation of your stock-type exposure. You can still examine the type weightings of those holdings for which data are available."

Fees & Expenses:

"The mutual funds in your portfolio tend to have very low expense ratios. This is good, because expense ratios have been shown to be a major factor in mutual-fund performance over the long term."

And finally....

World Regions:

"You have a very large stake in foreign stocks. This isn't necessarily bad, but you should keep your foreign exposure well distributed among different regions. Compared with a common international index:
You have a lot of exposure to regions marked by this icon. You should take special note your large stake in Asia & Australia. Most of the stocks in this region are emerging-markets issues. While these have the potential for high returns, they also carry special political, currency, and other risks."


............................Your Portfolio__Relative to S&P 500
Price/Earning Forward_______17.59___________1.16

Projected EPS Growth 5yr% 13.68___________1.22


Gio
Print the post  

Announcements

The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.