USelfDirect is proud to bring you the world’s first USelfEvaluator!
The USelfEvaluator is designed to illustrate the difference between typical traditional portfolios and an enhanced portfolio that utilizes the additional investment opportunities that only Self-directed investor can obtain.
After completing the USelfEvaluator’s simple 5 step process, you will see a clear picture of what only 4% of American investors understand —- How is a Self-directed strategy an improvement? And how do I get there?!
The team at USelfDirect encourages you to play with the numbers and sliders to start your process of finding a strategy that will achieve your retirement and lifestyle goals!
Enter a rough balance of your retirement portfolio
2Future Market Performance
The following table allows you to choose the type of market that you believe you will experience in the next few years. If unsure, stick with “Recovery” for it represents our most recent market condition. All values are represented as an Annual Rate of Return.
|Depression||Recession||Recovery||Good Mkt||Boom Mkt|
|Real Estate (Land)||-3.0%||-3.0%||16.0%||18.0%||14.0%|
|Real Estate (Income)||0.0%||3.0%||12.0%||16.0%||12.0%|
Now that you've decided what kind of market you believe we will be experiencing in the next few years, it's time to set up your portfolios. There are 3 tabs available. The first tab - Baseline Portfolio is for you to define your current investing strategy. The second tab - Self Directed Portfolio will allow you to re-allocate your investments using a wider range of options. Finally the Roadmap tab will tell you what steps to take to rebalance your portfolio to match your new Self Directed goals.
(10-Year S&P 500) Source YCharts
(10-Year avg of 10 Year Treasury) Source YCharts
How Can We Help You?
Our team of experienced Self Directed Investment professionals are here to help answer your questions. We have years of experience and have seen nearly every type of account, investment, tax issue, funding method, and question imaginable. Give us a call and let us offer our expertise.