Managing Director - Investments
When there’s market volatility…
- Wouldn’t it be helpful to determine if your portfolio’s risk is still right for you?
- Wouldn’t it be helpful to stress test your portfolio for various market scenarios?
- Wouldn’t it be helpful to know which of your investments carry the most risk in various market scenarios?
If the answer is yes, try our our complimentary market scenario tester. You can stress test your portfolio to see how it will fare against many different market events.
The chart to the right compares the difference of your current portfolio’s market value before and after a theoretical individual stress event. View Sample of the Risk Analysis and Portfolio Testing Report
With a better understanding for what could happen, the analysis can provide a gut check for your risk tolerance and help you stay invested even in adverse market conditions.
RAPTR offers security-by-security risk statistics and can illustrate the potential risks of concentrated positions and help uncover unforeseen risk in smaller positions.
RAPTR is meant to be used for educational purposes only. The projections or other information generated by Risk Analysis & Portfolio Testing Review regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time. You are encouraged to regularly review your account activity and holdings to help ensure you are positioned to meet your goals and consider new fundamental or market developments.