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by Dr. Ned Gandevani

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Saturday, 22 March 2008

 

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 Moderate Portfolio for 40<RTI<60
 
   An investor with a RTI score between 40 and 60 is identified
as moderate. This is a typical investor which holds the majority share among population. They don’t mind to take some risk or even some high risk as long as their investment could justify it. However, their willing to take some risk does not make them too comfortable if the loss is more than 25% of their total investment holdings. Their portfolio should have some bond to insure some income while giving them more opportunity to invest in risky assets.


 
  

Conservative Portfolio Model for 40<RTI<60

Asset Class Allocation
Money Market/TIPS 3%
Bonds 37%
Large Cap 28%
Small Cap 22%
International/Global 10%


 

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Conservative

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5 Steps to Construct Your Winning Portfolios

1 Identify your investment goals read more
2 Measure your risk tolerance read more
3 Decide on your portfolio asset allocation read more
 4 Select proper ETFs and securities read more
 5  Monitor your portfolio read more

Trading Book By. Dr. Gandevani

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How To Become
A Successful Trader
 
By Dr. Ned Gandevani



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