Portfolio Analysis
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Risk vs. Return
Risk vs. Return
A portfolio is simply a mix of different assets. The return earned by the portfolio is dependent upon the mix of investments held.
The greater the potential return, the higher the risk associated with the portfolio.
As you move through the different stages in life, your personal goals will change and your risk-reward profile will evolve.
Which Type of Investor Are You?
Which Type of Investor Are You?
Everyone has their own personal level of risk tolerance. Which statement best describes you?
Very Conservative: I place more emphasis on capital preservation than return on investment
Conservative: I am looking for capital preservation with moderate return on investment.
Moderate: I am willing to subject a portion of my capital to increased risk in order to generate a greater rate of return.
Aggressive: I seek long-term return on investment over capital preservation. I am willing to subject a greater portion of my portfolio to
risk in anticipation of a greater rate of return.
Very Aggressive: I place more emphasis on long-term return on investment over capital preservation. I am willing to subject most of my portfolio to risk in anticipation of maximizing my rate of return.