Atkinson Portfolio Planner
"HOW MUCH IS YOUR PORTFOLIO REALLY WORTH TO YOU?"
Many investors and traders spend less time planning the risk of individual trades and their overall portfolio for their wealth creation than they do planning their grocery shopping. Many do not plan at all.
Without proper planning you may end up with a portfolio that is a disaster waiting to happen. We know. We've been there & we wouldn't want you to go through the sleepless nights and gut wrenching fear & financial loss that traders we know & ourselves have experienced as a result.
A major reason why we lost our waterfront home in 2000 and more since was not adhering to correct risk & money management rules - so this Atkinson Portfolio Planner © has been created from our hard knock experience and at a very real cost of hundreds of thousands of dollars.
Don't think that spreading your portfolio into several larger positions in 'safe' blue chips is necessarily the way to go either. Overloading in too many positions or too large a position can also put your portfolio seriously at risk.
Is it worth planning your portfolio correctly so that you can sleep at night, knowing that you have a balanced portfolio; are not too exposed in any one trade, volatility grouping or sector and that you have the correct number of open positions - using the money & risk management strategies as taught by some of the world's best trader authors?
Check your portfolio using the easy-to-use Atkinson Portfolio Planner © for your planned allocation of :
Mix of high, medium and low volatility Stocks
Mix of Stocks between sectors
Individual risk of each position as a % of your portfolio
Maximum % of your portfolio in any one position
Total risk of your combined portfolio
Enter your requirements & The Atkinson Portfolio Planner © will calculate the above essential factors for you and even flag red alerts if any of your planned or open positions exceed your personal risk profile.
If you have multiple portfolios, simply save the Planner under separate file names and enter data for each of your portfolios.
It's taken a lifetime so far for you to build your capital to what you have right now. Make sure you protect and grow your nest egg with money & risk management in place from today.
To start planning your portfolio, choose whether you want the dollar or pound version of the Atkinson Portfolio Planner © and click on the appropriate button below.
Atkinson Portfolio Planner
$ DOLLAR Currency Version& UK Pound £ currency version
Atkinson Portfolio Planner Dollar version |
|
Atkinson Portfolio Planner Uk Pound version |
Copyright: The Atkinson Portfolio Planner © is protected by Copyright © and may not be forwarded on to other users, copied or amended in any way or used for other than your own personal use without the permission of Sharetradingeducation.com.
Disclaimer: Your purchase and use of the Atkinson Portfolio Planner © (herein referred to as ‘Planner’) is acknowledgement and formal agreement that you have read, understood, and formally agreed to the Terms of Use. No Liability accepted.
The Planner has been prepared and issued by Sharetradingeducation.com for educational purposes only. The calculated results reflect the assumptions and forecasts of the Planner user and do not reflect nor constitute opinions, forecasts or recommendations of Sharetradingeducation.com.
The Planner is not, and should not be construed as, an offer to sell or the solicitation of an offer to purchase or subscribe for any investment.
We are not aware of the manner in which the recipient intends to use the Planner. In issuing the Planner, it is not possible to take into account the investment objectives, financial situations or particular needs of any individual recipient. Investors should obtain individual financial advice to determine whether the results of the usage of the Planner are appropriate to their investment objectives, financial situation or particular needs before acting in any way on such information or results.