Combining fixed-income securities with a managed account

Fixed-income securities (such as bonds held to maturity, or annuities) may be used to lower the overall risk of a portfolio.
The risk level for the remainder of the portfolio may be increased proportionally.

I want stocks to be of my portfolio.

I want fixed income to be of my portfolio.

That means the rest is % of my portfolio.

Stocks and the rest go into a managed account.

The managed account is % of my portfolio.

Stocks are % of the managed account.

That means the Risk Number for the managed account is:

(with associated 95% probability range).

RISK

Fixed-income annual return:

95% probability range for the entire portfolio:

0% fixed income:
max fixed income:

Based on stock percentages and Riskalyze Risk Numbers^® : reset

stock:	downside	Risk Number	upside
stock:	downside	Risk Number	upside

Stock percentage is a nominal value based on the comparison stock indices.
Risk Numbers and 95% probability range are interpolated based on the above; values should come from an actual portfolio analysis.

Please visit russellcottrell.com | blog