Risk tolerance in your investment strategy
An investor's ability to take risk is determined by factors such as his investible assets and cashflow needs.
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IVAN set up two investment portfolios with Avallis in 2016. After years of investing without clear objectives, he went through a proper investment planning discussion and chose the Avallis PAM (Portfolio Asset Management) methodology to better track and review his investments while avoiding excessive volatility.
The PAM series of portfolios seek to align clients' investment and financial planning objectives with their risk profile. The portfolios are invested in equity and fixed income funds. Diversification is extended across geographical regions and various industries and sectors. These investments are intended as medium to long-term holdings.
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