Retirement Quick Tips with Ashley

Free Tool: Portfolio Stress Test


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The theme this week on the One Minute Retirement Tip podcast is: A Week of Giveaways! Each day this week I’m offering a free tool that you can take advantage of to help you plan for a comfortable retirement. 

Today’s free tool is: a portfolio stress test. 

I’ve never offered this on the podcast before and I’m excited to make it available this week.

Many investors have no idea how their portfolio might fare in the next recession and stock market downturn. That’s a problem. You need to understand the inherent risks of the portfolio you currently own, and a portfolio stress test is an excellent way to figure out how risky your portfolio is.

My portfolio stress test will analyze your portfolio as it’s constructed today and put it through the ringer, showing you how much it dropped in all of the last 5 major market downturns. 

How would your portfolio as it’s constructed today done in the tech crash of the early 2000s? What about the WTC attacks or the 2008 financial crisis, where the market lost half of it’s value? How much would your investment portfolio have dropped? And of course we have the debt ceiling crisis of 2011 and the Covid recession of 2020.

This is a really cool opportunity to see how well-prepared your portfolio is for the next recession and market downturn, and make some decisions now to rebalance while the waters are calm if you find that there’s too much risk in your portfolio. 

Just send me an email at [email protected] and I’ll send over instructions and a secure sharing link so you can send over a copy of your statements or a list of your investment holdings to me confidentially and securely. Again that’s [email protected].  

That’s it for today. Thanks for listening! My name is Ashley Micciche and this is the One Minute Retirement Tip. 

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>>> Visit the podcast page: https://truenorthra.com/podcast/ 

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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance

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Retirement Quick Tips with AshleyBy Ashley Micciche

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