Portfolio Simulator

How Old Are You?

18 TO 25 26 TO 35 36 TO 50 51 TO 60 OVER 61

WHAT IS THE CURRENT VALUE OF YOUR LIQUID ASSETS?

Less than $25,000 $25,001 - $75,000 $75,001 - $150,000 $150,001 - $300,000 More than $300,000

How long are you likely to invest for?

5 Years 10 Years 15 Years 20 Years 25 Years

What is more important to you?

Minimizing loss Both equally Maximizing profit

What is the best strategy for you if the market goes down?

Sell all Sell some Wait Buy more

In what way are you planning to invest?

Regular (Monthly, Quarterly, etc.) Lump Sum (One-time investment)