Performance 5/22/20





7 Day + 0.47%
MTD - 1.75% 
YTD + 141.12%
Beginning Value $349.78
Ending Value + 
$2,268.68
Monthly Contribution + $150.00

Comments


Active Portfolio Management



Evaluating Investment Performance


To assess how well your investments are doing, you'll need to consider several different ways of measuring performance. The measures you choose will depend on the information you're looking for and the types of investments you own. Learn more.



Asset Allocation


Asset allocation is a useful tool to manage systematic risk because different categories of investments respond to changing economic and political conditions in different ways. Learn more.



Diversifying Your Portfolio


When you diversify, you aim to manage your risk by spreading out your investments. You can diversify both within and among different asset classes. Learn more.



Rebalancing Your Portfolio


As market performance alters the values of your asset classes, you may find that your asset allocation no longer provides the balance of growth and return that you want. In that case, you may want to consider rebalancing your portfolio. Learn more.




Source: FINRA.org