What kind of investor are you?

Everyone looks at the same thing differently

What profile suits you?

Everyone looks at the same thing differently

Profiles

Investments vary in risk and return; the two are related, but risk may be a little different than you think.

Investors come in all shapes and sizes, and their attitudes toward investing vary widely. It depends, for example, on their financial goals, risk tolerance and investment horizon. One of the most common categories of investors are "retail investors. This group includes, for example, individuals and families who invest as a means of building their wealth, creating financial security and achieving their financial goals.

Within this category we see a wide range of investor profiles, ranging from savers primarily looking for capital preservation, to offensive investors seeking maximum growth, even if that comes with higher risks. Profiles are used to allow easy selection between different types of investments and mutual funds. Below see a breakdown into 6 profiles with a description

Those profiles are always a trade-off between security and expected return. Or call it risk and return, where risk mainly means that the value of your savings can change in the interim. That doesn't happen with savings, which always stays the same. But if you're 100 percent in stocks, for example, you can be sure that it fluctuates daily.

If you want to know what a suitable profile is for you and what it means for your savings goals, make an appointment and we will look at it together.

Investor profiles

Investments vary in risk and return; the two are related, but risk may be a little different than you think.

Investors come in all shapes and sizes, and their attitudes toward investing vary widely. It depends, for example, on their financial goals, risk tolerance and investment horizon. One of the most common categories of investors are "retail investors. This group includes, for example, individuals and families who invest as a means of building their wealth, creating financial security and achieving their financial goals.

Within this category we see a wide range of investor profiles, ranging from savers primarily looking for capital preservation, to offensive investors seeking maximum growth, even if that comes with higher risks. Profiles are used to allow easy selection between different types of investments and mutual funds. Below see a breakdown into 6 profiles with a description

Those profiles are always a trade-off between security and expected return. Or call it risk and return, where risk mainly means that the value of your savings can change in the interim. That doesn't happen with savings, which always stays the same. But if you're 100 percent in stocks, for example, you can be sure that it fluctuates daily.

If you want to know what a suitable profile is for you and what it means for your savings goals, make an appointment and we will look at it together.

save

The saver is someone who chooses security over returns. Low risk resulting in very low returns. The main goal is capital preservation and having money readily available for unforeseen expenses.

defensive

Defensive investors are cautious and want to minimize risk. They invest mainly in bonds and safe mutual funds. Returns are moderate, but preserving capital is the top priority.

moderately defensive

These investors seek a balance between return and risk. They invest in a mix of bonds, stocks and real estate. Although there may be some volatility, they aim for stable long-term growth.

moderate offensive

Moderately offensive investors accept some risk for potentially higher returns. They invest primarily in stocks and diversify their portfolio to spread risk.

offensive

Offensive investors have a higher risk tolerance level and invest primarily in stocks. They seek significant long-term growth and accept temporary market volatility.

highly offensive

Willing to accept significant fluctuations. They invest in stocks, often with a specific focus, derivatives and volatile sectors for maximum growth, with significant short-term fluctuations.

Wondering what we can do for you?

class="lazyload