Investing Tools
Is Your Portfolio Diversified? | Portfolio Diversification X-Ray | CFpro Cash Flow Projection|How to Invest
Two of investors’ biggest concerns revolve around these questions:
“How can I choose financial securities to grow sufficiently to meet my expectations, yet allow me to tolerate the required level of risk?”
“Given my lifestyle and investing assumptions, when will my money run out?”
RocketCap has developed investment tools that we use to address these concerns.
First, we offer the Portfolio Diversification X-Ray(sm) (PDX). The PDX helps create portfolios of securities that are truly diversified. Diversification is the core method by which investors can build a portfolio with tolerable risks.
Second, we offer our Cash Flow Projection Tool (CFpro). This tool uses client assumptions to calculate how various withdrawal strategies affect the longevity of client resources.
Third, we provide a summary of the Core Investment Process.