Beyond Financial Fitness Workbook

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What does this graph tell you about blending different individual high volatility securities within your portfolio? The list below may be a handy guide to keep in mind when seeking to maximize your diversification: 1. stocks a. large cap b. mid cap c. small cap d. growth e. value f. domestic g. international i. mature market ii. emerging market iii. frontier 2. bonds a. short term
. intermediate term c. long term d. corporate i. investment grade ii. junk e. inflation protected f. municipal g. foreign sovereign h. foreign corporate 3. commodities 4. precious metals 5. real estate (through REITs) Investment researcher Burton Malkiel recommends the following investment allocations. Circle your age class: Age: Mid-Twenties Cash = 5% Bonds = 15% Stocks = 70% Real Estate = 10% Age: Late Thirties to Early Forties Cash = 5% Bonds = 20% Stocks = 65% Real Estate = 10% Age: Mid-Fifties Cash = 5% Bonds = 27.5% Stocks = 55% Real Estate = 12.5% Age: Late Sixties and <strong>Beyond</strong> Cash = 10%
Page 4 and 5: The information presented in this b
Page 7 and 8: CONTENTS Introduction Part I—Comp
Page 9: that outlines how you will earn, sa
Page 12: Your goal should be to get by on on
Page 15 and 16: In what ways are you currently “i
Page 17: Think of some examples of people yo
Page 20 and 21: Do you already have a Durable Power
Page 24 and 25: FOUR The Top of Hierarchy “The gr
Page 26: • Index funds are an easy way to
Page 29: How does deflation affect your fina
Page 33 and 34: What does this chart tell you about
Page 35: True/False 2. If interest rates go
Page 39: True/False 4. ETFs will almost alwa
Page 44: Bonds = 35% Stocks = 40% Real Estat
Page 47 and 48: “Trust in time rather than ______
Page 49: ___________________________________
Page 52 and 53: True/False 10. Those who sufficient

Beyond Financial Fitness Workbook

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