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Portfolio Optimization Submission
User Information
What's your full name?
*
What's your best email address?
(We'll send your personalized report here.)
*
Investment Preferences (Risk Profile, Growth Target)
How would you describe your investing style?
*
Portfolio Details
Portfolio Value
*
Please list your current stock holdings
*
Example (% of total investment and just list major holdings):
AAPL - 5%
AMZN - 7%
VTI - 2%
Target Annual Growth Rate (%)
What is your target annual growth rate
*
(Example: 7)
Retirement Information
Years to Retirement
*
(Example: 2)
Income Required at Retirement
*
(Example: $40,000/yr)
Additional Notes
*
Anything else you'd like us to know about your investing goals?
Submit Portfolio
