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Atkinson Portfolio Planner


Many investors and traders spend less time planning the risk of individual trades and their overall portfolio for their wealth creation than they do planning their grocery shopping. Many do not plan at all.

Without proper planning you may end up with a portfolio that is a disaster waiting to happen. We know. We've been there & we wouldn't want you to go through the sleepless nights and gut wrenching fear & financial loss that traders we know & ourselves have experienced as a result.

A major reason why we lost our waterfront home in 2000 and more since was not adhering to correct risk & money management rules - so this Atkinson Portfolio Planner © has been created from our hard knock experience and at a very real cost of hundreds of thousands of dollars.

Don't think that spreading your portfolio into several larger positions in 'safe' blue chips is necessarily the way to go either. Overloading in too many positions or too large a position can also put your portfolio seriously at risk.

Now you can plan your portfolio correctly and sleep at night, knowing that you have a balanced portfolio; are not too exposed in any one trade, volatility grouping or sector and that you have the correct number of open positions - using the money & risk management strategies as taught by some of the world's best trader authors.

Check your portfolio using the easy-to-use Atkinson Portfolio Planner © for your planned allocation of :

 Mix of high, medium and low volatility Stocks
 Mix of Stocks between sectors
 Individual risk of each position as a % of your portfolio
 Maximum % of your portfolio in any one position
 Total risk of your combined portfolio

Enter your requirements & The Atkinson Portfolio Planner © will calculate the above essential factors for you and even flag red alerts if any of your planned positions exceed your personal risk profile.

If you have multiple portfolios, simply save the Planner under separate file names and enter data for each of your portfolios.

It's taken a lifetime so far for you to build your capital to what you have right now. Make sure you protect and grow your nest egg with money & risk management in place from today.


To start planning your portfolio, choose whether you want the dollar or pound version of the Atkinson Portfolio Planner © and click on the appropriate button below.

Customer Caution Notice: 
Jim Berg and John Atkinson are Authorised Representatives (AR Nos. 322724 and 1251439and ShareTradingEducation.com Pty Ltd (“STE”) is a Corporate Authorised Representative (CAR No. 322726) of Longhou Capital Markets Pty Ltd AFSL 292 464. 

Direct investing in the stock market can result in financial loss. The past performance of STE products is not and should not be taken as an indication of future performance. Caution should be exercised in assessing past performance. STE's service, like all other financial services, is subject to market forces and unpredictable events that may adversely affect its future performance. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown. Stock tips  or ‘buy’ or sell recommendations are not provided. This educational information is not designed to replace your Licensed Financial  Consultant or your Stockbroker. It has been prepared without regard to any particular person's investment objectives, financial situation and particular needs. This information is of a general nature only so you should seek advice from your broker or other investment advisors as appropriate before taking any action. The decision to trade and the method of trading is for the reader alone to decide. Refer also to the full disclaimer in our 
Terms and Conditions 


Copyright: The Atkinson Portfolio Planner © is protected by Copyright © and may not be forwarded on to other users, copied or amended in any way or used for other than your own personal use without the permission of Sharetradingeducation.com.

Customer Caution Notice: Your purchase and use of the Atkinson Portfolio Planner © (herein referred to as ‘Planner’) is acknowledgement and formal agreement that you have read, understood, and formally agreed to the Terms of Use. No Liability accepted.

The Planner has been prepared and issued by Sharetradingeducation.com for educational purposes only. The calculated results reflect the assumptions and forecasts of the Planner user and do not reflect nor constitute opinions, forecasts or recommendations of Sharetradingeducation.com.

The Planner is not, and should not be construed as, an offer to sell or the solicitation of an offer to purchase or subscribe for any investment.

We are not aware of the manner in which the recipient intends to use the Planner. In issuing the Planner, it is not possible to take into account the investment objectives, financial situations or particular needs of any individual recipient. Investors should obtain individual financial advice to determine whether the results of the usage of the Planner are appropriate to their investment objectives, financial situation or particular needs before acting in any way on such information or results.


Atkinson Portfolio Planner

$ DOLLAR Currency Version& UK Pound £ currency version
Atkinson Portfolio Planner Dollar version
USD $66.06
Atkinson Portfolio Planner Uk Pound version
USD $66.06
Jim Berg and John Atkinson are Authorised Representatives (AR Nos. 322724 and 1251439) and ShareTradingEducation™.com Pty Ltd (“STE”) is a Corporate Authorised Representative (CAR No. 322726) of Maven Capital Pty Ltd, Australian Financial Services Licence AFSL 418504. Examples from the Australian and USA markets are provided to demonstrate that Jim Berg’s principles may be used globally. This educational material is from an Australian source and complies with Australian law and not necessarily any other (local) law. Direct investing in the stock market can result in financial loss. STE products have been prepared for the general information of investors and do not take into account the investment objectives, financial situation and particular needs of any particular person. Persons intending to act on information in STE's products should seek professional advice to confirm that the investments or strategies mentioned are appropriate in the light of their particular investment needs, objectives and financial circumstances prior to taking any action. Refer also to the full Customer Caution Notice in our Terms and Conditions.