PORTFOLIO STRESS TEST
Double Whammy Scenario
The allocation among asset classes characterizes your personal portfolio. To stress test it, our financial experts look at scenarios when financial markets are in disorder. First, can you weather the potential loss to your portfolio? Second, can you attain your financial goals given the real returns you're likely to achieve with your portfolio?
- Target Return: 6-9%
- Volatility: < 5%
- Correlation: goes to 1
- Yields: 2x, 2.1 — 4.2
- Equity Market: -35%
Select your allocation in cash bonds and equities using sliders below.
1 Based on Global Indices from 1/31/2010-1/31/2015
2 DARA Diversified Portfolio (all asset classes)
3 Traditional Portfolio
Performance Past 5 Years - Forecast 2 Years
DARA Diversified Portfolio vs. Traditional Portfolio