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:
Investor B
Investor Profile:
- 27 years,
- Current Wealth 30k USD (all in cash)
- Risk profile: high
- Amount to be invested: 20k immediately
Investment Goal:
Investor C
Investor Profile:
- 45 years,
- Current Wealth 500k USD (300k in cash)
- Risk profile: high
- Amount to be invested: 300k immediately
Investment Goal: