Sector Allocation Worksheet

For All Levels


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Having a portfolio that has 10 banks and five car companies is like eating a diet of bread and cheese every day. 

Sure, you might be eating bagels one day, white bread the next, and a delicious slice of raison bread once a week, but the bottom line is that your diet is not diversified.  

It's no different with investing.  Having all your investmetns in a few of the hottest sectors isn't going to be a sustainable strategy.

With our Sector Allocation Worksheet, you can ensure you have a well balanced portfolio and that you are spreading your risk around.