SAMPLE 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.
STOCKS NOW92%TARGET MIX~70%DECISIONLower risk
∑ See how Show the Math works →04 / PORTFOLIO ANALYSIS
See the risk behind the ticker symbols.
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WHAT MOVES THE ANSWER
Change the assumption,
not the spreadsheet.
Concentration
Look inside your funds to find repeated bets on the same sectors or companies.
A market drop
See what a downturn would mean in dollars and for your goals.
Investment mix
Compare lower-risk options without losing sight of the plan.
WHAT LINC CHECKS FIRST
The numbers that can change the answer.
Brokerage holdingsFund-level detailPrice historyAsset allocationRetirement horizon
START WITH THE DECISION
See what works for your finances.
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