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Tutorial: Create an Asset Allocation Table Matrix Template (2:42)

There are 25 different enterable Asset Allocation Table Matrix Intercept Windows (X); different investor investment risk tolerances and different combinations of income/capital growth objectives from very conservative income only (a 1-1, one step removed from hiding money under the mattress) to very aggressive income only (a 1-5, an income speculator) and from very conservative capital growth only (a 1-5, trust department) to very aggressive capital growth only (a 5-5, equity speculator).

A 3/3, the center matrix intercept (X) represents the primary investment theme for a middle or the road investor willing to assume moderate investment risk and seeking both income and capital gains.

The other matrix intercepts (X's) represent variations on that theme to better fit different investor investment profiles.

There will always be one intercept that perfectly fits an investor's investment profile; his or her own investment comfort zone.

You are not required to fill all intercepts; just the ones you will use in your business; from one up to twenty-five.  

Note: The Allocation Table Matrix may also be used as a part of an investment strategy to modify investment portfolios as market conditions change.

For example, when market conditions in general are good investors may want to shift their investments to more aggressive portfolios by selecting more aggressive Allocation Table Matrix intercepts.

Investor's WorkStation will do this for you in an instant; create new, updated portfolios, generate buy/sell/hold report, etc.