• Investment Portfolio Worksheet

    Name: _________________________

     

    Investment Portfolio Worksheet

     

    What are your financial goals? (list out your top three (3))

     

    1. ____________________________________________

     

    1. ____________________________________________

     

    1. ____________________________________________

     

     

    Your Risk Tolerance
    Risk 1
    Risk 2

     

    Investments

     

    Research & choose at least five (5) different types of investments. Consider the following as you do your research: investment type, risk, your budget, diversification, asset allocation, your goals, etc. In your summary report describe why you chose these investments.

     

    Investment

    $ Amount invested

    Rate of Return

    Risk