04 / PORTFOLIO ANALYSIS

See the risk behind the ticker symbols.

Connect your financial accounts and ask Linc your money questions in plain English. See the numbers and assumptions behind every answer.

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LSAMPLE DECISIONILLUSTRATIVE

Is our portfolio taking more risk than our plan needs?

THE SHORT ANSWER

Yes. At 92% equities, the plan has more downside than it needs.

See the assumptions

Gradually moving toward roughly 70% stocks keeps the retirement target while reducing the damage from an early market drop.

STOCKS NOW92%TARGET MIX~70%DECISIONLower risk

∑ Open Show the Math to see the numbers behind the answer.

WHAT MOVES THE ANSWER

Look inside your funds to find repeated bets on the same sectors or companies.

See what a downturn would mean in dollars and for your goals.

Compare lower-risk options without losing sight of the plan.

WHAT LINC CHECKS FIRST

Brokerage holdingsFund-level detailPrice historyAsset allocationRetirement horizon

START WITH THE DECISION