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Jerusalem Investing Meetup Group Feb2008

From bizzywomen, 5 months ago

Good presentation about assessing risk in a portfolio, asset alloc more

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Slideshow transcript

Slide 1:Jerusalem Investing Meetup Group February Meeting

Slide 2:Putting it all together Building an investment portfolio

Slide 3:First things first

Slide 4:

Slide 5:What is my risk profile?

Slide 6:Risk Tolerance Risk Return • how much money is at • historical returns vs. actua stake • desire to outpace inflation • how willing am i to deal • diversification across with losses assets • can i stomach volatility • diversification across • how soon will i need this geography money

Slide 7:Risk • how much money is at stake • how willing am i to deal with losses • can i stomach volatility • how soon will i need this money • how far am I from retirement • if market goes down, i w