Portfolio Manager (PM) provides an educational and fun way to create and review a monthly investment portfolio.
Portfolio Manager enables visitors to:
Click on the change button if you would like to increase the
size of your monthly investments.
- Create a monthly budget for investing.
- Apply your budget to a pre-package investment plans.
- Apply an assortment of stock funds based upon investment objects.
- Apply real-world market prices to selected funds.
- Allocate funds based upon portfolio ratios and monthly investments.
- Set up investment plans and have fun!!!
Now it's time to invest...
Complete your investment portfolio by
adding investment funds!
Manager analyzes your portfolio and sets
aside a list of stock funds that match
of the investment plan you selected. To
finish this section, select a fund from the lists set up for
you in the Funds
Tables in the left column of the screen. Your task is complete when you have
selected a fund for each investment category
under the fund description
in your portfolio below.
Simple Agressive Portfolio
Key: *B = Budget Percent, *S = Shares
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