What could smarter protection do for your future growth?
Bond funds have lost both their yield edge and their diversification value, rising and falling in tandem with stocks. A fixed indexed annuity (FIA) can step into this role: principal stays intact, market-linked gains remain on the table, and rate and credit shocks are neutralized.
Answer a few questions and our tool will test the swap, running your current portfolio against the FIA alternative through 1,000 market scenarios. You'll see clear side-by-side results on growth and volatility to determine if it's the right strategy for you.
What is your current investing style?
What's your main objective for your portfolio?
The way you protect your portfolio shapes both your risk and your returns.
The way you hedge risk doesn't just limit losses, it also steers your entire return path. A poorly designed safety sleeve can drag on growth, while a smarter one can boost returns without adding risk.
Choosing the right protection is one of the most important portfolio decisions you'll make.
How much money do you have invested in the market?
It's okay to estimate, but it will affect our initial portfolio projections.
What's the primary source of stability or protection in your current portfolio?
Great work so far. By improving the hedge in your portfolio, you may be able to achieve higher gains with less risk.
Graham, 57 from Texas, would have lost over $200,000 in the last market downturn if his portfolio hadn't been protected by Revise.
To sharpen this strategy, we'll use an age-weighted index to rebalance your portfolio, then run a Monte Carlo simulation to take your results beyond generic advice.
Your portfolio analysis is almost ready. Just a few more questions…
How old are you?
What state do you legally reside in?
We’re calculating your results now.
“Revise helped me understand just how risky my portfolio actually was...their transparency made rebalancing my investments a no-brainer.”
Adjusting your portfolio could mean more at retirement age.
In , you would have lost around NaN% in your portfolio compared to only NaN% with our optimizations.
How we got this number
Based on your responses, we’ve estimated the makeup of your current portfolio, and used a Monte Carlo simulation to project how it might perform in the future, compared to our optimized portfolio under the same circumstances.
Thank you for taking our quiz.
These strategies are best suited for individuals within ten years of a traditional retirement date, and have not yet retired. We hope you visit us again as you get closer to retirement.