Showing posts with label investor profile. Show all posts
Showing posts with label investor profile. Show all posts

Saturday 30 January 2010

How do asset classes fit in with your profile?

From answering the 10 simple questions (reference below), your total score tells you more about yourself.  Three basic profiles emerged and helped set the necessary guidelines for your investment portfolio.

The three basic profiles and their respective investment objectives are:
  • You cannot afford to make mistakes: Conservative investment objectives
  • You are carefully weighing up your options: Prudent investment objectives
  • You want to grow bigger and better: Aggressive investment objectives

Click here to find out what asset classes these respective investors should include in their portfolios.
http://spreadsheets.google.com/pub?key=t5u-KMcEYg81UlomoCgxU9A&output=html


Read also:
What money means to you? Answer 10 simple questions.
Understand what money means to you: Answer 10 simple questions : Sheet1