What Investment Strategy Suits You?
Find the Best Investment Approach Based on Your Goals, Risk Tolerance, and Time Horizon
The What Investment Strategy Suits You? tool helps investors quickly identify the best investment strategy based on their risk profile, financial goals, and time horizon. By answering a series of structured questions, you can discover whether a conservative, moderate, or aggressive strategy is most suited to your investment style.
What's your investment goal?
Why Use the 'What Investment Strategy Suits You?' Tool?
Tailored Investment Strategies
Find an investment strategy that aligns with your risk tolerance, time horizon, and goals.
Assess Your Risk Level
Understand if you are more suited to low-risk, balanced, or high-risk investments.
Save Time and Effort
Quickly discover which investment approach fits you, without needing to do extensive research.
Align Investments with Goals
Ensure your investment strategy is in line with your financial objectives, whether it's retirement, wealth accumulation, or early retirement.
Importance and Benefits of Investment Strategy
Custom Strategy for Your Profile
Receive personalised recommendations based on your financial goals, risk tolerance, and investment horizon.
Helps with Long-Term Financial Planning
Discover strategies that support long-term wealth creation and goal achievement.
Simplifies Complex Decisions
Reduces confusion about which investment path to follow, providing a clear direction.
Flexible and Scalable
Can be used by both beginners and seasoned investors, adjusting the strategy as your goals evolve.
How to Use the Investment Strategy Tool
Follow these simple steps to calculate the average price of your stock purchases:
Answer 5 Key Questions
Input your risk tolerance, time horizon, financial goals, and preferences.
Get Strategy Recommendations
Based on your answers, the tool will suggest the most suitable investment strategy for you (conservative, moderate, or aggressive).
Review Your Personalized Strategy
The tool provides details on the recommended strategy, including asset allocation and risk level.
Key Terms You Should Know
Risk Tolerance
The level of risk an investor is willing to take in order to achieve higher returns.
Time Horizon
The amount of time an investor plans to keep their money invested before needing to access it.
Asset Allocation
The process of distributing investments among various asset classes like stocks, bonds, and cash to balance risk and reward.
Conservative, Moderate, Aggressive Strategies
Different investment approaches based on risk appetite, where conservative focuses on stability, moderate balances risk and reward, and aggressive seeks high returns with higher risk.
