Portfolio Stress Testing

How much risk is in your portfolio?  You might be happy with it when the markets are up, but one bad downturn and you realize you had way too much risk.  And now it is too late to change that.

Stress testing takes your exact portfolio with every holding, and extrapolates what would happen in scenarios such as the 2013 Bull Market, 2008 Bear Market, the Financial Crisis and an Interest Rate Spike.

Know with precision what your portfolio will do in various scenarios, and allow me to help make changes before it is too late.