PORTFOLIO EVALUATION

PRESENTATION
Aaron Goin
Portfolio Diversification

Investing your financial resources is an important way to generate

financial returns and build wealth.

Investment options, however, involve varying levels of risk.

This is why it is important to diversify your investments to

minimize risk while still earning good returns.
 Example: Two Options

One option would be to The other option is to

invest your resources in diversify your portfolio
APPL as a single across two index funds
investment vehicle (VBTLX and VFIAX)
 APPL (Jan 2016 to July 2016)

APPL
$5,800,000.00

$5,600,000.00

$5,400,000.00

$5,200,000.00

$5,000,000.00

$4,800,000.00

$4,600,000.00

$4,400,000.00
1 2 3 4 5 6 7 8
 VBTLX and VFIAX (Jan 2016 to July 2016)

Diversified
$5,400,000.00

$5,300,000.00

$5,200,000.00

$5,100,000.00

$5,000,000.00

$4,900,000.00

$4,800,000.00

$4,700,000.00
1 2 3 4 5 6 7 8
 As you can see, both investments would have increased,
Summary however investing in one stock alone creates greater

Results volatility. Investing in a diversified portfolio provides for

less volatility and results that are much smoother.