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If you were an investment planner how would you address these questions below. What would you...

If you were an investment planner how would you address these questions below.

What would you conclude about your personal investment preferences, and how would you support a client who shares your personal investment preferences? What do you expect to happen to attitudes on risk as you age?

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If I were a "Investment planner", I will suggest that, "Do not invest all your monies into one financial product or instrument". You should not invest 100% into equities or 100% into debt, rather you should diversify your portfolio, Each and every financial product has risk, it may be less or more but risk is always there, risk can be minimized by "diversification".

My personal investment preference will be, "Asset Allocation".

  • At the age of 30, I will invest 50% of my savings into stocks of different sectors so that if one sector comes down, other does well, my portfolio will be balanced. By investing into stocks for long term, I will get higher returns but You have to keep patience, do not panic, if stock market comes down. Keep investing at lower levels and sell at high.
  • I will invest 20% of my savings into fixed income and debt securities so that I can get regular and fixed income for the safer side.
  • I will invest 15% into mutual funds so that I can directly get benefit of professional management and diversification. Mutual funds invest your money into different asset class.
  • I will take insurance policy for my future and family, so invest my 10% into life insurance.
  • I will invest 5% into precious metal so I will buy Gold.

jeff jeffy answered 1 year ago
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