Portfolio Investing – Investment Goals Examples

See below a few examples of short investor profiles and their investment goals.

Investor A

Investor Profile:

  • 35 Years
  • Current Wealth 100k USD (70k in cash)
  • Risk profile: moderate
  • Amount to be invested: 40k immediately , +500 USD every month for 10 years

Investment Goal:

Growth Investing

Investor B

Investor Profile:

  • 27 years, 
  • Current Wealth 30k USD (all in cash)
  • Risk profile: high 
  • Amount to be invested: 20k immediately 

Investment Goal:

Speculation

Investor C

Investor Profile:

  • 45 years, 
  • Current Wealth 500k USD (300k in cash)
  • Risk profile: high 
  • Amount to be invested: 300k immediately 

Investment Goal:

Income Generation