DollarWise-PortfolioProfiles

DollarWise-PortfolioProfiles - capital Minimum investment...

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Dollar Wise Financial Services Portfolio Profiles
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Aggressive Portfolio Risk tolerance score of 19–24 points Investor must be willing to accept additional risk in return for the potential of a higher growth opportunity Minimum investment is $5,000
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Aggressive Portfolio Allocation
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Conservative Portfolio Risk tolerance score of 6–12 points Investor goal is primarily to preserve
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Unformatted text preview: capital Minimum investment is $2,000 Conservative Portfolio Allocation Moderate Portfolio Risk tolerance score of 13–18 points Investor profile is consistent with medium risk Investor’s goal is long-term capital appreciation with a balance of risk versus return Minimum investment is $5,000 Moderate Portfolio Allocation...
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This note was uploaded on 10/17/2011 for the course CIS 106 taught by Professor Alice during the Spring '11 term at Community College of Philadelphia.

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DollarWise-PortfolioProfiles - capital Minimum investment...

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