What is the risk premium at which
you buy moderate risks?
Not exact matches
For example, if a client gave you $ 100,000 of new money, and scored
Moderate risk tolerance, then you'd just
buy $ 15,000 of the large - cap growth fund pick.
Even though taking no
risk is completely valid (whatever lets you sleep at night), I prefer a
moderate risk portfolio that targets higher returns than
buy and hold with lower volatility and drawdowns — quite a tall order!
Under the Smart Option, the customer has to choose between three
risk appetites of aggressive,
moderate and conservative at the time of
buying the plan.