Sample Reports

RamseyInvesting.com clients have online access to the following reports for their managed portfolio:

Risk Tolerance Questionnaire

This questionnaire is used to assess your tolerance for risk, both during the Sign Up process and as a client each year in preparation for your annual review.

Asset Allocations

These reports will show graphical and textual representations of your account’s allocation compared to the target allocation we have recommended for you.

Portfolio Performance - Since Inception

This report lists the holdings in your account and tracks your performance since inception.

Portfolio Performance - Specified Period

This report shows the performance for portfolio positions for a specified period.