Securing Hannav Ledger...
Securing Hannav Ledger...
Map time horizon, volatility comfort, and income stability to a risk profile.
Investment time horizon (years until you need the money)
1 = low · 4 = high
Comfort with market volatility / temporary losses
1 = low · 4 = high
Income stability (job / business predictability)
1 = low · 4 = high
Investment experience with equity / mutual funds
1 = low · 4 = high
Risk profile
Conservative
Primary result
Score
8/16
Suggested equity
~30%
Review
Yearly
Or after life events