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by Dr. Ned Gandevani

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Saturday, 22 March 2008

 

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 Moderate Conservative Portfolio for 20<RTI<40
 
   An investor with a RTI score between 20 and 40 is identified as a moderately conservative. This investor type depicts more tendency and tolerance for risk than the conservative investor. A typical candidate for this type of investor is a retired individual or one who is just about to retire. His main investing goal is to protect his assets from inflation while producing some supplementary income. The moderately conservative investor doesn’t mind type take some small risk as log as the risk is not too detrimental to his assets.

 
  

Conservative Portfolio Model for 40<RTI<60

Asset Class Allocation
Money Market/TIPS 5%
Bonds 50%
Large Cap 21%
Small Cap 17%
International/Global 7%


 

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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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