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Lessons:   Portfolio Management     Asset Allocation     
Portfolio: Retirement  
Description: Chris retirement portfolio  
Objective: Growth  
Timeframe: 2050  
Risk Tolerance: High  
 
 
Asset Allocation  
Asset Class Target
Percentage
Current
Percentage
Target
Value
Current
Value
Difference Action  
Cash / CD's 5% 9% $ 16,909 $ 29,688 ($ 12,779) Decrease    
Stocks 50% 11% $ 169,094 $ 37,501 $ 131,593 Increase    
Mutual Funds 10% 2% $ 33,819 $ 7,903 $ 25,916 Increase    
Exchange Traded Funds (ETF) 25% 1% $ 84,547 $ 3,580 $ 80,967 Increase    
Bonds 10% 6% $ 33,819 $ 20,000 $ 13,819 Increase    
                 
1. Should you increase or decrease any amounts currently invested in the different asset classes?

2. Review the GigaWealth analysis of the economies, industries, companies and technicals before deciding.

3. Think about your goals, the time you have to accomplish those goals, and your risk tolerance.

     
                 
                   
                   
Current Investments              
 
Cash / CD's
  
GWsearch Screening Tools Investing in Cash and CDs     
   Cash       Current Future Original Current Change
          $25,688  
    Sub-total             $25,688  
   Certificate of Deposit       Current Future Original Current Change
  Enterprise Bank & Trust 6-month Jumbo CD  
Good
Good
$3,500 $4,000 $500
    Sub-total           $3,500 $4,000 $500
Total Target allocation: 5% Current allocation: 9%       $29,688  
 
Stocks
  
GWsearch Screening Tools Investing in Stocks     
   Common Stock       Current Future Original Current Change
  eBay Inc. EBAY GigaQuote
Fair
Fair
$5,000 $3,383 $1,617
  Enterprise Bank and Trust Common Stock EBTC GigaQuote
Good
Good
$10,000 $15,000 $5,000
  METAL MGMT INC Common Stock MM GigaQuote
Good
Good
$7,500 $10,198 $2,698
  AK Steel Holding Corp. - Common Stock AKS GigaQuote
Fair
Fair
$400 $400 $0
    Sub-total           $22,900 $28,981 $6,081
   Preferred Stock       Current Future Original Current Change
  Haynes International Inc. - Common Stock HAYN GigaQuote
Good
Good
$5,000 $8,520 $3,520
    Sub-total           $5,000 $8,520 $3,520
Total Target allocation: 50% Current allocation: 11%     $27,900 $37,501 $9,601
 
Mutual Funds
  
GWsearch Screening Tools Investing in Mutual Funds     
   Mutual Fund       Current Future Original Current Change
  Fidelity Fund - Large Cap Blend FFIDX GigaQuote
Good
Good
$500 $552 $52
  Fidelity Advisor Biotechnology - Specialty - Health FBTAX GigaQuote
Fair
Fair
$5,000 $4,851 $149
    Sub-total           $5,500 $5,403 $97
   Index Fund       Current Future Original Current Change
  Spartan 500 Index Fund FSMKX GigaQuote
Good
Good
$2,000 $2,500 $500
    Sub-total           $2,000 $2,500 $2,500
Total Target allocation: 10% Current allocation: 2%     $7,500 $7,903 $403
 
Exchange Traded Funds (ETF)
  
GWsearch Screening Tools Investing in ETFs     
   Exchange Traded Fund (ETF)       Current Future Original Current Change
  iShares Russell Midcap Growth Index IWP GigaQuote
Good
Good
$2,000 $2,300 $300
  iShares Goldman Sachs Semiconductor IGW GigaQuote
Awesome
Awesome
$1,000 $1,280 $280
    Sub-total           $3,000 $3,580 $580
Total Target allocation: 25% Current allocation: 1%     $3,000 $3,580 $580
 
Bonds
  
GWsearch Screening Tools Investing in Bonds     
   Corporate Bond       Current Future Original Current Change
  BANK OF AMERICA CORPORATION - Corporate Bond 060505AW4 GigaQuote
Awesome
Awesome
$7,500 $9,000 $1,500
    Sub-total           $7,500 $9,000 $1,500
   Federal Government Security       Current Future Original Current Change
  30-year US bond - Issue Date: 8/15/2005 USBOND30YR082035 GigaQuote
Awesome
Awesome
$2,000 $2,500 $500
  10-year US Note - Issue Date: 8/15/2005 USNOTE10YR082015 GigaQuote
Awesome
Awesome
$5,000 $5,000 $0
    Sub-total           $7,000 $7,500 $500
   Municipal Bond       Current Future Original Current Change
  MASSACHUSETTS ST HEALTH 57585KU48 GigaQuote
Good
Good
$3,000 $3,500 $500
    Sub-total           $3,000 $3,500 $500
Total Target allocation: 10% Current allocation: 6%     $17,500 $20,000 $2,500
 
 


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