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If you havent already done it, you and your advisor can establish it after having discussed various points concerning: your personal and financial situation. your investment experience. your tolerance of market fluctuations. your investment objectives. the time you have to accumulate and grow your money.
Determine your investor profile Your total score will correspond with one of five investor profiles conservative, moderate, balanced, growth or aggressive.
Commonly cited rules of thumb suggest subtracting your age from 100 or 110 to determine what portion of your portfolio should be dedicated to stock investments. For example, if youre 30, these rules suggest 70% to 80% of your portfolio allocated to stocks, leaving 20% to 30% of your portfolio for bond investments.
Determine your investor profile Your total score will correspond with one of five investor profiles conservative, moderate, balanced, growth or aggressive.
An Investor Profile is a summary of an investors financial goals, financial situation, time horizon, and risk tolerance. It can help investors, like you, select appropriate investments. In general terms, your profile defines the level of risk you are willing to take.
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A customers investment profile includes, but is not limited to, the customers age, other investments, financial situation and needs, tax status, investment objectives, investment experience, investment time horizon, liquidity needs, risk tolerance, and any other informa- tion the customer may disclose to the member
If you havent already done it, you and your advisor can establish it after having discussed various points concerning: your personal and financial situation. your investment experience. your tolerance of market fluctuations. your investment objectives. the time you have to accumulate and grow your money.
It is determined by various factors, such as age, financial goals, investment experience, and personality. Risk profile is usually classified into three categories: conservative, moderate, and aggressive.

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