Grecinieku 6, Riga, LV- 1050, Latvia
Phone: + 371 6 7000 444
You are a risk-seeking investor and possess sufficient financial expertise, unlimited time and resources, and are prepared to trade on margin (trade with leverage) to maximise your portfolio’s returns. You goal is to yield above-average return.
Aggressive investors take on a high amount of risk. Therefore, you should evaluate your risk appetite and your ability to tolerate and live through strong market volatility. Aggressive portfolio mainly comprises high-yielding financial instruments carrying a high-risk profile.
Your investment horizon is not less than 5 years, you prefer not to trade on margin, you primarily seek to preserve at least the principal and anticipate a somewhat-above-average return, if possible. Apparently, you are an investor with trading experience and expertise and you are ready to expose to risk not more than 1/4 of the portfolio’s value.
Market volatility is important to keep in mind if you choose to go with this strategy. Within the portfolio, high-risk instruments (stocks, high-yielding funds) make up to 50 percent. Other holdings include fixed-income instruments carrying minimal risk to ensure a stable rate of return and to balance risks.
Your primary goal is to generate a stable rate of return and protect your savings from inflation. You aren’t sure what your future needs will be, and your goal is to preserve savings. You are comfortable with a low-level risk caused by fluctuating interest rates and the dynamics of the stock prices.
The most suitable instruments are fixed-income securities, deposits and money-market funds (80 percent of the portfolio).