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Investment Solutions
Find out which investment portfolios are best suited for you!
How much experience do you have in investing?
I'm an experienced investor and am able to manage my own portfolios.
I have a fair amount of experience in investing, but not enough to do it all on my own
I have some experience, but don't know much about investing
I am completely new to investing
How long can you wait before withdrawing your investment returns?
(For a retirement portfolio, this would be the number of years to retirement)
More than 10 years
6 - 10 years
3 - 5 years
2 - 3 years
What's your risk appetite like?
I am willing to take on large amounts of risk (potentially losing >25% in a single year) for the chance at out-sized investment returns
I'm willing to take on significant risk (potentially losing 15%-25% in a single year) for the chance at above-average investment returns
I'm willing to take on a moderate amount of risk (potentially losing 5%-15% in a single year) for the chance at moderate investment returns
I'm unwilling to take on much risk (potentially losing 5% in a single year), and will accept smaller investment returns
Step 1:
Facts
Step 2:
Preparation
Step 3:
Solutions
Step 4:
Future
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