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Building your Investment Portfolio - Your Investor Profile

Looking to Build your Investment Portfolio?
A portfolio with the right mix of cash, fixed income and equity investments suited for your goals and risk level. Getting the right mix of mutual funds may generate higher potential returns while at the same time effectively manage risk.

Enhanced returns while minimizing risk
Selecting investments that tend to react differently to the economic climate helps to make it more likely that at least a portion of the investments will be performing well at any point in time. The highs and lows of any single investment should be partially offset by the performance of the other investments in the portfolio. Foreign investments will help to reduce risk and increase your potential returns.

Automatic portfolio rebalancing to keep your portfolio on track with your objectives
You get the freedom from monitoring your investments because your Strategic Portfolio will be reviewed on a quarterly basis and automatically rebalanced to your original asset mix.

Getting Started: Determine Your Investor Profile
Most banks will offer an easy-to-follow questionnaire that helps you understand your investment preferences. Based on this information, they will match you with an investment portfolio that is right for you.

Conservative Investor
The Conservative investor is looking for safe financial products. Your risk tolerance level is low, and you are most comfortable investing in products where the interest rate, maturity dates, and payout schedule of interest earnings are predetermined.

Moderate Investor
The Moderate investor is looking for significant investment income and a high level of security. However, you are willing to invest a portion of your funds in classic financial products carrying a certain level of risk.

Audacious Investor
The Audacious investor is ready to tolerate a little more risk to achieve long-term capital growth. While remaining cautious in your strategy, you invest close to half of your portfolio in the stock market.

Ambitious Investor
The Ambitious investor is looking for high-growth potential over the long term. Since you are aiming for a higher return, you accept a higher level of risk for up to two-thirds of your portfolio, which is invested in the stock market.

Dynamic Investor
The Dynamic investor has a high tolerance for risk and is looking for high-growth investments, opting for the potential for capital appreciation in the stock market. Your portfolio is mostly made up of stock securities.

Go to the questionnaire to find out what category you fall under

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