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Risk Profile : Investing Explorer

April, 26 2022

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Explorers are open to opportunities for growth, and are willing to accept a higher—but still controlled—level of volatility.

Explorers still want liquidity, quality, and risk controls, but they are also eager to grow—meaning more overall equity exposure

 

  • Explorers are moderate to moderate aggressive investors, meaning they prefer a balanced portfolio with a growth bias.
  • Investment portfolios should have fixed income and equity allocations, with an overweight to equities depending on the investor’s specific goals.
  • Long-term goal of growth, but the portfolio should maintain some level of fixed income exposure to avoid drawdowns in-line with the stock market.

 

INVESTLOGIC  Potential Investment Solutions

A Growth portfolio should be overweight to equities, but should maintain some fixed income exposure as a means to reduce volatility. Liquidity, quality, risk controls, and a long-term goal of growth are key features and may include the following asset types:

 

  • Fixed Income can provide exposure to a diversified, actively managed portfolio of bonds.
  • Mid-Capitalization Equities provide access to a broadly diversified, slightly higher risk category of equities.
  • Dividend yielding invests in high-quality dividend-paying stocks with a focus on both income and growth.

 

Ready for the next step? The team at Investlogic is ready to discuss your goals and risk tolerance and provide you with a custom recommendation.

More :  Check Investlogic services

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