Broker Check

Portfolio “True Risk” Analysis – Risk Audit

May 10, 2023

Video on YouTube:


If you’re like many of the retirees or pre-retirees we meet, you have 2 major issues:

First, you have no idea how much risk you’re currently taking, so you have no idea how much you could really lose in the next stock market crash.

Second, you’re taking far more risk than you think you are.

You’re sitting in a position of high risk, and don’t know it, and your long-term financial security could be in jeopardy.

A True Risk Analysis will examine your entire portfolio and compare it to the stock market in general, providing you a risk Grade from 1 to 99, with 1 being low risk and 99 being massive risk.

It tells you how much your portfolio would have grown by, if the stock market went up.

But more importantly, it tells you how much your current portfolio allocation would have lost in a market crash like in 2008, allowing you to make changes to reduce your risk and avoid a big loss, BEFORE IT HAPPENS.

If you want to know for sure how much risk you’re taking, call us today. 

VIP Financial

www.vipfinancials.com

402.547.0395

Financial Planner in Parker Colorado

Retirement Advice