This study aims to gain knowledge about key factors that influence investment behavior and ways these factors impact investment risk tolerance and decision making process among men and women and among different age groups. The individuals may be equal in all aspects, may even be living next door,...
Investment goals vary between investors but are generally shaped by a few factors: Risk tolerance: Essentially, this is how much volatility you’re willing to accept in investment returns. Investors with a higher risk tolerance might pursue more aggressive investment strategies, accepting a potenti...
Equipped with tax efficient strategies for investing and step by step recommendations for saving. Personalized Recommendations Based on your net worth, age, and risk tolerance, we will recommend one of our model portfolios for you to invest in. Dynamic Updates As your life changes, your plan shou...
Exhibiting risk aversion means shying away from risk, and in terms of investing means avoiding risky securities. Risk-averse individuals should seek out investments and strategies that fit this low-risk tolerance. As such, one advantage is that the risk of losses is minimized. Investing in low-r...
4. Withdrawals of taxable amounts from an annuity are subject to ordinary income tax, and, if taken before age 59½, may be subject to a 10% IRS penalty. High-yield/non-investment-grade bonds involve greater price volatility and risk of default than investment-grade bonds....
To determine your risk tolerance, consider the following factors: Your comfort level with losing money in riskier investments (but having the potential to receive higher returns). Your age The time left in the market prior to your retirement or withdrawals ...
Your investment strategy depends on your personal circumstances, including your age, capital, risk tolerance, and goals. Investment strategies range from conservative to highly aggressive, and include value and growth investing. You should reevaluate your investment strategies as your personal situation ch...
risk tolerance influences the intensity of entrepreneurial activity, measured by the share of an individual’s wealth invested in his or her own business. Moskowitz and Vissing-Jørgensen (2002) document the riskiness of undiversified investment in one’s own business, as is typical for entrepreneu...
Unrealised profit/loss is calculated by (The fund’s latest price – Average Unit cost) * Holding unit. The figure is for your reference only. Why the fund price quoted on the site is not the price of as today? The unit price of investment fund on any business day can only be calcula...
(age, other investments, financial situation and needs, tax status, investment objectives, investment experience, investment time horizon, liquidity needs and risk tolerance) and the potential risks, rewards, and costs associated with the recommendation and does not place the financial or other ...