Strategic Partners Group: Entry Form 1



Asset Allocation is largely a combination of personal preferrence, personal risk tolerance, and market sophistication. Inumerable formats and programs exist promising wealth with ease, success without effort. The experienced investor has learned the difference between hope, hype, and hard work. Hard work is, of course, the key. This program is a tool to assist you in your long range planning. When some individuals are asked what their investments are earning, they begin to cite the performances of several individual investments. They have no idea what their overall performance is.	Return to Strategic Partners Group
The first section of this program enables the investor to calculate performance over the number of months a particular security has been owned, and assume from past experience what might occur in the future. Remember this is a projection of what may happen if history repeats itself. It will give a basic idea of where things may go from here, but no promises! Please list your current investments. If you do not wish to indicate the investment vehicle's actual name, enter a code word or number that you can remember. What is your current age? years old

	Investment Name	Initial Amount	Current Value	Months Owned
1		$	$
2		$	$
3		$	$
4		$	$
5		$	$
6		$	$
7		$	$
8		$	$
9		$	$
10		$	$

Please review your information on the next page.

This calculator is for demonstration purposes only. The values shown are only for comparison and are not guaranteed. Do not assume any other interpretation of these calculations.