With the first half of the year now complete, this week we at Bourse consider how the portfolios of different investor types would have fared thus far. Our recent article titled “Half-Year Review — Market rally continues” would have served to highlight the performance of individual asset classes for six-months ended June 30, 2017. Building a portfolio, however, often requires investments in several types of assets. Based on an investor’s time horizon, risk tolerance and liquidity needs, investors may fall into one of three broad categories — “conservative”, “moderate” or “aggressive”.
What is your investor profile?
Conservative: This investor’s primary emphasis is on income generation and capital preservation. The conservative investor has a reasonably low level of r