based on the attached qustionaaire I need to estimate the following:
This quite extensive document is a real-life format to decide which kind of risk profile you would have.
Determining the risk profile is key in setting-up an investment portfolio.
you have an imaginative investment capital of EUR 100,000, out of a total private capital of EUR 250,000 (background: heritage 4 years ago)
you have a yearly salary of EUR 30,000
you have a mortgage of EUR 200,000 which expires in 2040
you are 22 years old
I have this note from the class ( it may help)
how to fill in these 80%(stocks)
20% is the leftover for the derivates – how to fill in it
– Not to invest in one thing (company)
– Spread the risk
To motivate why I am investing so much money – name the companies, such as:
– World-wide ETF
– AKZO NOBEL
What kind of ingridience (investment of my portfolio)
What kind of derivates I would like to advice
– Tracking past performances (80%)
Derivates world is dead and uncertain (no one can expect anything)
Categories (where to invest money)
What is the motivation to do like this..
The aim: 10% (increase)
It could be not only 80/20; it could be 60/40 etc. – indication
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