Portfolio Stress Test

What Is The Portfolio Stress Test?

Just as doctors stress test heart patients, financial advisors use portfolio stress tests to gauge investment risk in different economic scenarios.
We start by asking questions like, "What happens if the economy falls back into recession, or global deflation takes hold?" - over 75 scenarios in all.
Our model measures the impact of these scenarios on your investments using history as a guide, giving you a clearer picture of the risks to your portfolio.

HiddenLevers' software measures millions of relationships between the economy and investments. Interest rates affect home sales, which impact the price of Home Depot stock. We uncover these links for 35,000+ investments.
The software then uses these data points to project how your investments might react to a future scenario.
Each investment in your portfolio is tested against over 75 scenarios in this manner, with the results summarized for easy understanding.

After completing three short steps, your investments will undergo a full stress test.
An advisor will contact you with the details of your stress test, and to discuss any particular concerns that you may have.
The advisor will walk you through potential risks to your portfolio, and can recommend a plan of action to protect against those risks.