As a moderately-cautious risk investor, your financial strategy is that you are willing to accept some moderate losses in capital, on occasion, but maintain a balanced approach by evening it out with conservative and low-risk assets. If this sounds like you, we have a few insights for you to consider.
How to create an investment plan
A well-thought-out investment plan is an important tool to help you reach your financial goals, such as buying your first home or
getting ready for retirement. It can also help prepare you for the ups and downs of the market and benefit from opportunities as
they present themselves.
Set realistic goals
Consider how much money you’ll need to fulfil specific goals and make a plan to work towards them. If you have multiple goals, divide them into the short and long term to help you choose the right investment products to meet your goals.
Do the math
Calculate exactly how much you need to set aside each month to achieve your goal within a set time frame. Assess if that’s a realistic amount for you to set aside each month. If not, you may need to modify your goals.
Identify your investment strategy
You will need to determine your risk tolerance and the investment lock-in period. You could choose a more aggressive investment for long-term goals or a more conservative investment for short-term goals. Or you might want to opt for a more balanced approach.
Review your plan frequently
Your investment strategy, risk tolerance, and goals may change as your circumstances change. It is a good idea to review your investment plan at least once a year to make sure you are on track.
5 most common investment mistakes & how to avoid them
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As a moderate-risk investor, you are seeking long-term growth of your wealth, apart from your income. You have a mindset where you are more open to accepting more significant losses in the short-term considering your focus on the long-term returns. Let’s consider a few insights that align with your financial strategy.
An aggressive investor is growth-minded and open to the chance of a higher percentage loss or under-performance in the short run, in exchange for higher returns on investment. If this sounds like you, we have a few insights and resources that will help you make informed financial decisions.
A very aggressive investor is someone who seeks to grow their wealth exponentially through investing and is willing to accept big losses along the way, to potentially earn big returns. If this style of investing is something you’re keen on, you may be a very aggressive investor. Keep reading as we have a few insights that will help you along your investment journey.