Portfolio Allocation This template offers two allocation models: One based on age, the other based on the importance you place on each of five investment goals. The age allocation is based on the simple rule of thumb that the percentage that you should invest in equities (stocks) is equal to 100 minus your age. The remaining percentage should be invested in bonds. The other allocation model attempts to score the importance you place on objectives. With both methods, use caution. Investment allocation should be done with consideration of your risk tolerance and tax situation. To view the template, click the worksheet tab labeled Template at the bottom of the screen or press Ctrl-PgDn. With the exception of data entry cells, all cells are protected. Use the Tab key to move from one unprotected cell to the next. Portfolio Allocation <--Enter name and date in cell to the left Portfolio Allocation Based Solely on Age Your Age Total Invested Dollars Simple Allocation Based on Age Stocks Bonds Portfolio Scoring System Based on Objectives Rate these goals: 1-5 with 5 = most important and 1 = Not important High long-term total return Tax deferred appreciation High after-tax current income Low total return fluctuation Low single period loss probability High liquidity Total score Portfolio Allocation Based on the Scoring of Investment Objectives Type of Investment Percentage Dollar Allocation Liquid Fixed Income Equities (Stocks) Total Note: Equity assets should be distributed as follows: Type of Equity Investment Percentage Dollar Allocation Equity Income Securities Growth Aggressive Growth Total Portfolio Allocation 1% 1%