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Portfolio Stress Testing

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Investment Results

Estimate Retirement Savings

$553,202

Initial Balance

35

Contributions

35

Growth

35

Total Contributions

Total Growth

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Loan & Investment Results

Total Monthly Payment

$1,630

Total Interest Paid

$135,439

Principle Paid

Interest Paid

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WHAT IS PORTFOLIO STRESS TESTING?

Stress Testing is about assessing the potential impact of economic scenarios (e.g. oil crash, inflation, etc.) on your portfolio and other investments. In a portfolio stress test, we construct “what-if” scenarios based on real life macro-economic uncertainties, and measure their potential impact on your portfolio. Portfolio stress testing is not about predicting the future, but about identifying and adjusting for downside risks.
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KEY ELEMENTS OF THE PORTFOLIO STRESS TEST

SCENARIOS

A scenario is a representation of a macro-economic or geopolitical event which has the potential to impact investment returns. We can design custom scenarios that reflect individual investor concerns, or apply our broad catalog of risk scenarios to a portfolio to identify risk factors.

LEVER ANALYSIS

Our platform tracks over 90 different economic factors including GDP growth and CPI, market data like commodities and currency prices, and industry-specific factors such as shipping rates and housing starts. Then, based on statistical correllations, it analyzes the effect of these factors on assets in your portfolio.

ASSETS (MUTUAL FUNDS, STOCKS, ETC.)

Our stress test scenarios can be used with a wide range of asset classes including stocks, bonds, ETFs, mutual funds, closed-end funds, options, separately managed accounts, hedge funds, and non-traded REITs.

MEASURE RISKS AND OPPORTUNITES BASED ON REAL DATA

We can apply a quantitative approach to test economic and market scenarios that may help you make more prudent investment and financial decisions.

LIVING IN RETIREMENT

Do I have enough money to live comfortably in retirement?

PAYING FOR COLLEGE

What are the options to help children or grandchildren heading off to college in the next 18 to 24 months?

PREPARING TO RETIRE

Looking to retire in the next 5 to 10 years?

SAVING FOR COLLEGE

How should I get started and how much do I need to save?

MAXIMIZING AN INHERITANCE

What are the options available to make the most out of an inheritance?

Get in Touch

We strive to build long-term relationships built on trust and accountability. 

If that appeals to you, then let’s talk.