How can I determine my investor risk profile? What is Investor Risk Profile? All investors have differing attitudes towards risk. When it comes to investing, it is important to consider your risk profile or tolerance carefully
Cfa Review Course The Portfolio Management Process Sandy G 1227785626204616 8yogeshdundoo
The document discusses concepts related to portfolio management including what a portfolio is, portfolio strategies, building an optimal portfolio, and different types of investors and the portfolios suitable for their objectives and risk tolerance. A portfolio is a collection of investments that can include stocks, bonds, real estate, and other assets. Portfolio managers consider an investor's goals and economic conditions to decide the assets to include using strategies like equally weighted, capitalization weighted, and optimizing the Sharpe ratio. The optimal portfolio balances risk and return.
SMALL INVESTORS' GRIEVANCES AND REDRESSAL MECHANISM IN INDIAN CAPITAL MARKET,...Venu Gopal
This document summarizes a study on small investors' grievances and redressal mechanisms in the Indian capital market. It finds that while reforms have been made, many small investors still face difficulties. It analyzes grievances in the primary market (e.g. non-receipt of shares), secondary market (e.g. price manipulation), and against brokers. The Securities and Exchange Board of India (SEBI) now plays a key role in regulation and handling investor complaints. While the number of complaints SEBI receives has decreased over time, it still did not resolve all issues in a timely manner. The document concludes more must be done to protect small investors and improve their confidence in the capital market to promote further economic growth.
This document discusses several economic indicators and their relationship to stock market performance:
- Margin debt levels and changes in speculative behavior can indicate market sentiment and impending tops.
- Secondary stock offerings usually have a bearish effect by increasing supply and signaling insider liquidation.
- Household liquidity declines in the 1990s contributed to rising consumer debt and stock market weakness later.
- Money supply expansions have historically coincided with economic and stock market growth.
- Bank loan growth above 13% may signal an overheated economy while below 5.5% indicates a healthier environment.
- Short and long-term interest rates often move inversely to stock prices, though relationships broke down during
The document discusses various portfolio revision strategies, including formula plans, rupee cost averaging, constant rupee plans, and variable ratio plans. Formula plans provide rules for buying and selling securities to time the market. Rupee cost averaging involves regularly investing fixed amounts to lower average costs. Constant plans maintain a fixed investment amount or ratio between aggressive and conservative holdings. Variable ratio plans change proportions based on market trends.
How can I determine my investor risk profile? What is Investor Risk Profile? All investors have differing attitudes towards risk. When it comes to investing, it is important to consider your risk profile or tolerance carefully
Cfa Review Course The Portfolio Management Process Sandy G 1227785626204616 8yogeshdundoo
The document discusses concepts related to portfolio management including what a portfolio is, portfolio strategies, building an optimal portfolio, and different types of investors and the portfolios suitable for their objectives and risk tolerance. A portfolio is a collection of investments that can include stocks, bonds, real estate, and other assets. Portfolio managers consider an investor's goals and economic conditions to decide the assets to include using strategies like equally weighted, capitalization weighted, and optimizing the Sharpe ratio. The optimal portfolio balances risk and return.
SMALL INVESTORS' GRIEVANCES AND REDRESSAL MECHANISM IN INDIAN CAPITAL MARKET,...Venu Gopal
This document summarizes a study on small investors' grievances and redressal mechanisms in the Indian capital market. It finds that while reforms have been made, many small investors still face difficulties. It analyzes grievances in the primary market (e.g. non-receipt of shares), secondary market (e.g. price manipulation), and against brokers. The Securities and Exchange Board of India (SEBI) now plays a key role in regulation and handling investor complaints. While the number of complaints SEBI receives has decreased over time, it still did not resolve all issues in a timely manner. The document concludes more must be done to protect small investors and improve their confidence in the capital market to promote further economic growth.
This document discusses several economic indicators and their relationship to stock market performance:
- Margin debt levels and changes in speculative behavior can indicate market sentiment and impending tops.
- Secondary stock offerings usually have a bearish effect by increasing supply and signaling insider liquidation.
- Household liquidity declines in the 1990s contributed to rising consumer debt and stock market weakness later.
- Money supply expansions have historically coincided with economic and stock market growth.
- Bank loan growth above 13% may signal an overheated economy while below 5.5% indicates a healthier environment.
- Short and long-term interest rates often move inversely to stock prices, though relationships broke down during
The document discusses various portfolio revision strategies, including formula plans, rupee cost averaging, constant rupee plans, and variable ratio plans. Formula plans provide rules for buying and selling securities to time the market. Rupee cost averaging involves regularly investing fixed amounts to lower average costs. Constant plans maintain a fixed investment amount or ratio between aggressive and conservative holdings. Variable ratio plans change proportions based on market trends.
This document summarizes an open-ended debt mutual fund that predominantly invests in AA and below rated corporate bonds, aiming to provide optimal risk-reward returns in the non-AAA space by focusing on well-run companies with evolving business prospects or improving financial profiles. The fund fits within the "satellite bucket" of a 3-lens debt allocation framework, suitable for investors with a minimum 3-year investment horizon seeking higher risks and returns.
This document summarizes an open-ended debt mutual fund that predominantly invests in AA and below rated corporate bonds, aiming to provide optimal risk-reward returns in the non-AAA space by focusing on well-run companies with evolving business prospects or improving financial profiles. The fund fits within the "satellite bucket" of a 3-lens debt allocation framework, suitable for investors seeking higher risk and returns through credit risk strategies and a minimum 3-year investment horizon.
This document summarizes an open-ended debt mutual fund that predominantly invests in AA and below rated corporate bonds, aiming to provide optimal risk-reward returns in the non-AAA space by focusing on well-run companies with evolving business prospects or improving financial profiles. The fund fits within the "satellite bucket" of a 3-lens debt allocation framework, suitable for investors seeking higher risk and returns through credit risk strategies and a minimum 3-year investment horizon.
This document summarizes an open-ended debt mutual fund that predominantly invests in AA and below rated corporate bonds, aiming to provide optimal risk-reward returns in the non-AAA space by focusing on well-run companies with evolving business prospects or improving financial profiles. The fund fits within the "satellite bucket" of a 3-lens debt allocation framework, suitable for investors seeking higher risk and returns through credit risk strategies and a minimum 3-year investment horizon.
All the Science Students who want to pursue their career further as a Junior Research Fellow or an Assistant Professor watch this presentation to know about CSIR NET Exam. Also Get solution of your all queries related to csir net exam.
This slide is special for master students (MIBS & MIFB) in UUM. Also useful for readers who are interested in the topic of contemporary Islamic banking.
বাংলাদেশের অর্থনৈতিক সমীক্ষা ২০২৪ [Bangladesh Economic Review 2024 Bangla.pdf] কম্পিউটার , ট্যাব ও স্মার্ট ফোন ভার্সন সহ সম্পূর্ণ বাংলা ই-বুক বা pdf বই " সুচিপত্র ...বুকমার্ক মেনু 🔖 ও হাইপার লিংক মেনু 📝👆 যুক্ত ..
আমাদের সবার জন্য খুব খুব গুরুত্বপূর্ণ একটি বই ..বিসিএস, ব্যাংক, ইউনিভার্সিটি ভর্তি ও যে কোন প্রতিযোগিতা মূলক পরীক্ষার জন্য এর খুব ইম্পরট্যান্ট একটি বিষয় ...তাছাড়া বাংলাদেশের সাম্প্রতিক যে কোন ডাটা বা তথ্য এই বইতে পাবেন ...
তাই একজন নাগরিক হিসাবে এই তথ্য গুলো আপনার জানা প্রয়োজন ...।
বিসিএস ও ব্যাংক এর লিখিত পরীক্ষা ...+এছাড়া মাধ্যমিক ও উচ্চমাধ্যমিকের স্টুডেন্টদের জন্য অনেক কাজে আসবে ...
A Strategic Approach: GenAI in EducationPeter Windle
Artificial Intelligence (AI) technologies such as Generative AI, Image Generators and Large Language Models have had a dramatic impact on teaching, learning and assessment over the past 18 months. The most immediate threat AI posed was to Academic Integrity with Higher Education Institutes (HEIs) focusing their efforts on combating the use of GenAI in assessment. Guidelines were developed for staff and students, policies put in place too. Innovative educators have forged paths in the use of Generative AI for teaching, learning and assessments leading to pockets of transformation springing up across HEIs, often with little or no top-down guidance, support or direction.
This Gasta posits a strategic approach to integrating AI into HEIs to prepare staff, students and the curriculum for an evolving world and workplace. We will highlight the advantages of working with these technologies beyond the realm of teaching, learning and assessment by considering prompt engineering skills, industry impact, curriculum changes, and the need for staff upskilling. In contrast, not engaging strategically with Generative AI poses risks, including falling behind peers, missed opportunities and failing to ensure our graduates remain employable. The rapid evolution of AI technologies necessitates a proactive and strategic approach if we are to remain relevant.
ISO/IEC 27001, ISO/IEC 42001, and GDPR: Best Practices for Implementation and...PECB
Denis is a dynamic and results-driven Chief Information Officer (CIO) with a distinguished career spanning information systems analysis and technical project management. With a proven track record of spearheading the design and delivery of cutting-edge Information Management solutions, he has consistently elevated business operations, streamlined reporting functions, and maximized process efficiency.
Certified as an ISO/IEC 27001: Information Security Management Systems (ISMS) Lead Implementer, Data Protection Officer, and Cyber Risks Analyst, Denis brings a heightened focus on data security, privacy, and cyber resilience to every endeavor.
His expertise extends across a diverse spectrum of reporting, database, and web development applications, underpinned by an exceptional grasp of data storage and virtualization technologies. His proficiency in application testing, database administration, and data cleansing ensures seamless execution of complex projects.
What sets Denis apart is his comprehensive understanding of Business and Systems Analysis technologies, honed through involvement in all phases of the Software Development Lifecycle (SDLC). From meticulous requirements gathering to precise analysis, innovative design, rigorous development, thorough testing, and successful implementation, he has consistently delivered exceptional results.
Throughout his career, he has taken on multifaceted roles, from leading technical project management teams to owning solutions that drive operational excellence. His conscientious and proactive approach is unwavering, whether he is working independently or collaboratively within a team. His ability to connect with colleagues on a personal level underscores his commitment to fostering a harmonious and productive workplace environment.
Date: May 29, 2024
Tags: Information Security, ISO/IEC 27001, ISO/IEC 42001, Artificial Intelligence, GDPR
-------------------------------------------------------------------------------
Find out more about ISO training and certification services
Training: ISO/IEC 27001 Information Security Management System - EN | PECB
ISO/IEC 42001 Artificial Intelligence Management System - EN | PECB
General Data Protection Regulation (GDPR) - Training Courses - EN | PECB
Webinars: https://pecb.com/webinars
Article: https://pecb.com/article
-------------------------------------------------------------------------------
For more information about PECB:
Website: https://pecb.com/
LinkedIn: https://www.linkedin.com/company/pecb/
Facebook: https://www.facebook.com/PECBInternational/
Slideshare: http://www.slideshare.net/PECBCERTIFICATION
The simplified electron and muon model, Oscillating Spacetime: The Foundation...RitikBhardwaj56
Discover the Simplified Electron and Muon Model: A New Wave-Based Approach to Understanding Particles delves into a groundbreaking theory that presents electrons and muons as rotating soliton waves within oscillating spacetime. Geared towards students, researchers, and science buffs, this book breaks down complex ideas into simple explanations. It covers topics such as electron waves, temporal dynamics, and the implications of this model on particle physics. With clear illustrations and easy-to-follow explanations, readers will gain a new outlook on the universe's fundamental nature.
How to Add Chatter in the odoo 17 ERP ModuleCeline George
In Odoo, the chatter is like a chat tool that helps you work together on records. You can leave notes and track things, making it easier to talk with your team and partners. Inside chatter, all communication history, activity, and changes will be displayed.
This presentation includes basic of PCOS their pathology and treatment and also Ayurveda correlation of PCOS and Ayurvedic line of treatment mentioned in classics.
A workshop hosted by the South African Journal of Science aimed at postgraduate students and early career researchers with little or no experience in writing and publishing journal articles.
This document summarizes an open-ended debt mutual fund that predominantly invests in AA and below rated corporate bonds, aiming to provide optimal risk-reward returns in the non-AAA space by focusing on well-run companies with evolving business prospects or improving financial profiles. The fund fits within the "satellite bucket" of a 3-lens debt allocation framework, suitable for investors with a minimum 3-year investment horizon seeking higher risks and returns.
This document summarizes an open-ended debt mutual fund that predominantly invests in AA and below rated corporate bonds, aiming to provide optimal risk-reward returns in the non-AAA space by focusing on well-run companies with evolving business prospects or improving financial profiles. The fund fits within the "satellite bucket" of a 3-lens debt allocation framework, suitable for investors seeking higher risk and returns through credit risk strategies and a minimum 3-year investment horizon.
This document summarizes an open-ended debt mutual fund that predominantly invests in AA and below rated corporate bonds, aiming to provide optimal risk-reward returns in the non-AAA space by focusing on well-run companies with evolving business prospects or improving financial profiles. The fund fits within the "satellite bucket" of a 3-lens debt allocation framework, suitable for investors seeking higher risk and returns through credit risk strategies and a minimum 3-year investment horizon.
This document summarizes an open-ended debt mutual fund that predominantly invests in AA and below rated corporate bonds, aiming to provide optimal risk-reward returns in the non-AAA space by focusing on well-run companies with evolving business prospects or improving financial profiles. The fund fits within the "satellite bucket" of a 3-lens debt allocation framework, suitable for investors seeking higher risk and returns through credit risk strategies and a minimum 3-year investment horizon.
All the Science Students who want to pursue their career further as a Junior Research Fellow or an Assistant Professor watch this presentation to know about CSIR NET Exam. Also Get solution of your all queries related to csir net exam.
Similar to ระบบผู้เชี่ยวชาญประเมินระดับความเสี่ยงของผู้ลงทุน (Report) (6)
This slide is special for master students (MIBS & MIFB) in UUM. Also useful for readers who are interested in the topic of contemporary Islamic banking.
বাংলাদেশের অর্থনৈতিক সমীক্ষা ২০২৪ [Bangladesh Economic Review 2024 Bangla.pdf] কম্পিউটার , ট্যাব ও স্মার্ট ফোন ভার্সন সহ সম্পূর্ণ বাংলা ই-বুক বা pdf বই " সুচিপত্র ...বুকমার্ক মেনু 🔖 ও হাইপার লিংক মেনু 📝👆 যুক্ত ..
আমাদের সবার জন্য খুব খুব গুরুত্বপূর্ণ একটি বই ..বিসিএস, ব্যাংক, ইউনিভার্সিটি ভর্তি ও যে কোন প্রতিযোগিতা মূলক পরীক্ষার জন্য এর খুব ইম্পরট্যান্ট একটি বিষয় ...তাছাড়া বাংলাদেশের সাম্প্রতিক যে কোন ডাটা বা তথ্য এই বইতে পাবেন ...
তাই একজন নাগরিক হিসাবে এই তথ্য গুলো আপনার জানা প্রয়োজন ...।
বিসিএস ও ব্যাংক এর লিখিত পরীক্ষা ...+এছাড়া মাধ্যমিক ও উচ্চমাধ্যমিকের স্টুডেন্টদের জন্য অনেক কাজে আসবে ...
A Strategic Approach: GenAI in EducationPeter Windle
Artificial Intelligence (AI) technologies such as Generative AI, Image Generators and Large Language Models have had a dramatic impact on teaching, learning and assessment over the past 18 months. The most immediate threat AI posed was to Academic Integrity with Higher Education Institutes (HEIs) focusing their efforts on combating the use of GenAI in assessment. Guidelines were developed for staff and students, policies put in place too. Innovative educators have forged paths in the use of Generative AI for teaching, learning and assessments leading to pockets of transformation springing up across HEIs, often with little or no top-down guidance, support or direction.
This Gasta posits a strategic approach to integrating AI into HEIs to prepare staff, students and the curriculum for an evolving world and workplace. We will highlight the advantages of working with these technologies beyond the realm of teaching, learning and assessment by considering prompt engineering skills, industry impact, curriculum changes, and the need for staff upskilling. In contrast, not engaging strategically with Generative AI poses risks, including falling behind peers, missed opportunities and failing to ensure our graduates remain employable. The rapid evolution of AI technologies necessitates a proactive and strategic approach if we are to remain relevant.
ISO/IEC 27001, ISO/IEC 42001, and GDPR: Best Practices for Implementation and...PECB
Denis is a dynamic and results-driven Chief Information Officer (CIO) with a distinguished career spanning information systems analysis and technical project management. With a proven track record of spearheading the design and delivery of cutting-edge Information Management solutions, he has consistently elevated business operations, streamlined reporting functions, and maximized process efficiency.
Certified as an ISO/IEC 27001: Information Security Management Systems (ISMS) Lead Implementer, Data Protection Officer, and Cyber Risks Analyst, Denis brings a heightened focus on data security, privacy, and cyber resilience to every endeavor.
His expertise extends across a diverse spectrum of reporting, database, and web development applications, underpinned by an exceptional grasp of data storage and virtualization technologies. His proficiency in application testing, database administration, and data cleansing ensures seamless execution of complex projects.
What sets Denis apart is his comprehensive understanding of Business and Systems Analysis technologies, honed through involvement in all phases of the Software Development Lifecycle (SDLC). From meticulous requirements gathering to precise analysis, innovative design, rigorous development, thorough testing, and successful implementation, he has consistently delivered exceptional results.
Throughout his career, he has taken on multifaceted roles, from leading technical project management teams to owning solutions that drive operational excellence. His conscientious and proactive approach is unwavering, whether he is working independently or collaboratively within a team. His ability to connect with colleagues on a personal level underscores his commitment to fostering a harmonious and productive workplace environment.
Date: May 29, 2024
Tags: Information Security, ISO/IEC 27001, ISO/IEC 42001, Artificial Intelligence, GDPR
-------------------------------------------------------------------------------
Find out more about ISO training and certification services
Training: ISO/IEC 27001 Information Security Management System - EN | PECB
ISO/IEC 42001 Artificial Intelligence Management System - EN | PECB
General Data Protection Regulation (GDPR) - Training Courses - EN | PECB
Webinars: https://pecb.com/webinars
Article: https://pecb.com/article
-------------------------------------------------------------------------------
For more information about PECB:
Website: https://pecb.com/
LinkedIn: https://www.linkedin.com/company/pecb/
Facebook: https://www.facebook.com/PECBInternational/
Slideshare: http://www.slideshare.net/PECBCERTIFICATION
The simplified electron and muon model, Oscillating Spacetime: The Foundation...RitikBhardwaj56
Discover the Simplified Electron and Muon Model: A New Wave-Based Approach to Understanding Particles delves into a groundbreaking theory that presents electrons and muons as rotating soliton waves within oscillating spacetime. Geared towards students, researchers, and science buffs, this book breaks down complex ideas into simple explanations. It covers topics such as electron waves, temporal dynamics, and the implications of this model on particle physics. With clear illustrations and easy-to-follow explanations, readers will gain a new outlook on the universe's fundamental nature.
How to Add Chatter in the odoo 17 ERP ModuleCeline George
In Odoo, the chatter is like a chat tool that helps you work together on records. You can leave notes and track things, making it easier to talk with your team and partners. Inside chatter, all communication history, activity, and changes will be displayed.
This presentation includes basic of PCOS their pathology and treatment and also Ayurveda correlation of PCOS and Ayurvedic line of treatment mentioned in classics.
A workshop hosted by the South African Journal of Science aimed at postgraduate students and early career researchers with little or no experience in writing and publishing journal articles.
How to Fix the Import Error in the Odoo 17Celine George
An import error occurs when a program fails to import a module or library, disrupting its execution. In languages like Python, this issue arises when the specified module cannot be found or accessed, hindering the program's functionality. Resolving import errors is crucial for maintaining smooth software operation and uninterrupted development processes.
15. 9
ภาพประกอบที่14 Decision Tree
กฎ
Rule 1: If Age Over 60 years old
and Education Under Bachelor's Degree
and Amount of Saving and Securities Portfolio Less than 3 million or 3 million
Then Suitability is Conservative Investor (1)
Rule 2: If Age Over 60 years old
and Education Under Bachelor's Degree
and Amount of Saving and Securities Portfolio More than 3 million
Then Suitability is Conservative Investor (0.9)
Rule 3: If Age Over 60 years old
and Education Bachelor's Degree and above
and Amount of Saving and Securities Portfolio Less than 3 million or 3 million
Then Suitability is Conservative Investor (0.8)
Rule 4: If Age Over 60 years old
and Education Bachelor's Degree and above
16. 10
and Amount of Saving and Securities Portfolio More than 3 million
Then Suitability is Conservative Investor (0.7)
Rule 5: If Age 35-60 years old
and Education Under Bachelor's Degree
and Amount of Saving and Securities Portfolio Less than 3 million or 3 million
and Level of risk tolerance for investment I can accept some risk
Then Suitability is Conservative Investor (0.6)
Rule 6: If Age 35-60 years old
and Education Under Bachelor's Degree
and Amount of Saving and Securities Portfolio Less than 3 million or 3 million
and Level of risk tolerance for investment I can accept high risk
Then Suitability is Conservative Investor (0.5)
Rule 7: If Age 35-60 years old
and Education Under Bachelor's Degree
and Amount of Saving and Securities Portfolio More than 3 million
and Level of risk tolerance for investment I can accept some risk
Then Suitability is Conservative Investor (0.4)
Rule 8: If Age 35-60 years old
and Education Under Bachelor's Degree
and Amount of Saving and Securities Portfolio More than 3 million
and Level of risk tolerance for investment I can accept high risk
Then Suitability is Conservative Investor (0.3)
Rule 9: If Age 35-60 years old
and Education Bachelor's Degree and above
and Amount of Saving and Securities Portfolio Less than 3 million or 3 million
and Do you use the returns on investment for your daily spending? Yes
and Level of risk tolerance for investment I can accept some risk
17. 11
Then Suitability is Conservative Investor (0.2)
Rule 10: If Age 35-60 years old
and Education Bachelor's Degree and above
and Amount of Saving and Securities Portfolio Less than 3 million or 3 million
and Do you use the returns on investment for your daily spending? Yes
and Level of risk tolerance for investment I can accept High risk
Then Suitability is Conservative Investor (0.1)
Rule 11: If Age 35-60 years old
and Education Bachelor's Degree and above
and Amount of Saving and Securities Portfolio Less than 3 million or 3 million
and Do you use the returns on investment for your daily spending? No
and Level of risk tolerance for investment I can accept some risk
Then Suitability is Moderately Conservative Investor (1)
Rule 12: If Age 35-60 years old
and Education Bachelor's Degree and above
and Amount of Saving and Securities Portfolio Less than 3 million or 3 million
and Do you use the returns on investment for your daily spending? No
and Level of risk tolerance for investment I can accept high risk
Then Suitability is Moderately Conservative Investor (0.9)
Rule 13: If Age 35-60 years old
and Education Bachelor's Degree and above
and Amount of Saving and Securities Portfolio More than 3 million
and Do you use the returns on investment for your daily spending? Yes
and Level of risk tolerance for investment I can accept some risk
Then Suitability is Moderately Conservative Investor (0.8)
Rule 14: If Age 35-60 years old
and Education Bachelor's Degree and above
18. 12
and Amount of Saving and Securities Portfolio More than 3 million
and Do you use the returns on investment for your daily spending? Yes
and Level of risk tolerance for investment I can accept high risk
Then Suitability is Moderately Conservative Investor (0.7)
Rule 15: If Age 35-60 years old
and Education Bachelor's Degree and above
and Amount of Saving and Securities Portfolio More than 3 million
and Do you use the returns on investment for your daily spending? No
and Level of risk tolerance for investment I can accept some risk
Then Suitability is Moderately Conservative Investor (0.6)
Rule 16: If Age 35-60 years old
and Education Bachelor's Degree and above
and Amount of Saving and Securities Portfolio More than 3 million
and Do you use the returns on investment for your daily spending? Yes
and Level of risk tolerance for investment I can accept some risk
Then Suitability is Moderately Conservative Investor (0.5)
Rule 17: If Age Under 35 years old
and Education Under Bachelor's Degree
and Amount of Saving and Securities Portfolio Less than 3 million or 3 million
and Do you use the returns on investment for your daily spending? Yes
and How long would you like to commit to your investment?
Less than 3 years or 3 years
Then Suitability is Moderately Conservative Investor (0.4)
Rule 18: If Age Under 35 years old
and Education Under Bachelor's Degree
and Amount of Saving and Securities Portfolio Less than 3 million or 3 million
and Do you use the returns on investment for your daily spending? Yes
19. 13
and How long would you like to commit to your investment? More than 3 years
Then Suitability is Moderately Conservative Investor (0.3)
Rule 19: If Age Under 35 years old
and Education Under Bachelor's Degree
and Amount of Saving and Securities Portfolio Less than 3 million or 3 million
and Do you use the returns on investment for your daily spending? No
and How long would you like to commit to your investment?
Less than 3 years or 3 years
Then Suitability is Moderately Conservative Investor (0.2)
Rule 20: If Age Under 35 years old
and Education Under Bachelor's Degree
and Amount of Saving and Securities Portfolio Less than 3 million or 3 million
and Do you use the returns on investment for your daily spending? No
and How long would you like to commit to your investment?
More than 3 years
Then Suitability is Moderately Conservative Investor (0.1)
Rule 21: If Age Under 35 years old
and Education Under Bachelor's Degree
and Amount of Saving and Securities Portfolio More than 3 million
and Do you use the returns on investment for your daily spending? Yes
and How long would you like to commit to your investment?
Less than 3 years or 3 years
Then Suitability is Moderately Aggressive Investor (1)
Rule 22: If Age Under 35 years old
and Education Under Bachelor's Degree
and Amount of Saving and Securities Portfolio More than 3 million
and Do you use the returns on investment for your daily spending? Yes
20. 14
and How long would you like to commit to your investment?
More than 3 years
Then Suitability is Moderately Aggressive Investor (0.9)
Rule 23: If Age Under 35 years old
and Education Under Bachelor's Degree
and Amount of Saving and Securities Portfolio More than 3 million
and Do you use the returns on investment for your daily spending? No
and How long would you like to commit to your investment?
Less than 3 years or 3 years
Then Suitability is Moderately Aggressive Investor (0.8)
Rule 24: If Age Under 35 years old
and Education Under Bachelor's Degree
and Amount of Saving and Securities Portfolio More than 3 million
and Do you use the returns on investment for your daily spending? No
and How long would you like to commit to your investment?
More than 3 years
Then Suitability is Moderately Aggressive Investor (0.7)
Rule 25: If Age Under 35 years old
and Education Bachelor's Degree and above.
and Amount of Saving and Securities Portfolio Less than 3 million or 3 million
and Do you use the returns on investment for your daily spending? Yes
and How long would you like to commit to your investment?
Less than 3 years or 3 years
and Level of risk tolerance for investment I can accept some risk
Then Suitability is Moderately Aggressive Investor (0.6)
Rule 26: If Age Under 35 years old
and Education Bachelor's Degree and above.
21. 15
and Amount of Saving and Securities Portfolio Less than 3 million or 3 million
and Do you use the returns on investment for your daily spending? Yes
and How long would you like to commit to your investment?
Less than 3 years or 3 years
and Level of risk tolerance for investment I can accept high risk
Then Suitability is Moderately Aggressive Investor (0.5)
Rule 27: If Age Under 35 years old
and Education Bachelor's Degree and above.
and Amount of Saving and Securities Portfolio Less than 3 million or 3 million
and Do you use the returns on investment for your daily spending? Yes
and How long would you like to commit to your investment?
More than 3 years
and Level of risk tolerance for investment I can accept some risk
Then Suitability is Moderately Aggressive Investor (0.4)
Rule 28: If Age Under 35 years old
and Education Bachelor's Degree and above.
and Amount of Saving and Securities Portfolio Less than 3 million or 3 million
and Do you use the returns on investment for your daily spending? Yes
and How long would you like to commit to your investment?
More than 3 years
and Level of risk tolerance for investment I can accept high risk
Then Suitability is Moderately Aggressive Investor (0.3)
Rule 29: If Age Under 35 years old
and Education Bachelor's Degree and above.
and Amount of Saving and Securities Portfolio Less than 3 million or 3 million
and Do you use the returns on investment for your daily spending? No
and How long would you like to commit to your investment?
22. 16
Less than 3 years or 3 years
and Level of risk tolerance for investment I can accept some risk
Then Suitability is Moderately Aggressive Investor (0.2)
Rule 30: If Age Under 35 years old
and Education Bachelor's Degree and above.
and Amount of Saving and Securities Portfolio Less than 3 million or 3 million
and Do you use the returns on investment for your daily spending? No
and How long would you like to commit to your investment?
Less than 3 years or 3 years
and Level of risk tolerance for investment I can accept high risk
Then Suitability is Moderately Aggressive Investor (0.1)
Rule 31: If Age Under 35 years old
and Education Bachelor's Degree and above.
and Amount of Saving and Securities Portfolio Less than 3 million or 3 million
and Do you use the returns on investment for your daily spending? No
and How long would you like to commit to your investment?
More than 3 years
and Level of risk tolerance for investment I can accept some risk
Then Suitability is Aggressive Investor (1)
Rule 32: If Age Under 35 years old
and Education Bachelor's Degree and above.
and Amount of Saving and Securities Portfolio Less than 3 million or 3 million
and Do you use the returns on investment for your daily spending? No
and How long would you like to commit to your investment?
More than 3 years
and Level of risk tolerance for investment I can accept high risk
Then Suitability is Aggressive Investor (0.9)
23. 17
Rule 33: If Age Under 35 years old
and Education Bachelor's Degree and above.
and Amount of Saving and Securities Portfolio More than 3 million
and Which best describes your experience in securities investment?
Less than 5 years or 5 years of experience
and Do you use the returns on investment for your daily spending? Yes
and Level of risk tolerance for investment I can accept some risk
Then Suitability is Aggressive Investor (0.8)
Rule 34: If Age Under 35 years old
and Education Bachelor's Degree and above.
and Amount of Saving and Securities Portfolio More than 3 million
and Which best describes your experience in securities investment?
Less than 5 years or 5 years of experience
and Do you use the returns on investment for your daily spending? Yes
and Level of risk tolerance for investment I can accept high risk
Then Suitability is Aggressive Investor (0.7)
Rule 35: If Age Under 35 years old
and Education Bachelor's Degree and above.
and Amount of Saving and Securities Portfolio More than 3 million
and Which best describes your experience in securities investment?
Less than 5 years or 5 years of experience
and Do you use the returns on investment for your daily spending? No
and Level of risk tolerance for investment I can accept some risk
Then Suitability is Aggressive Investor (0.6)
Rule 36: If Age Under 35 years old
and Education Bachelor's Degree and above.
and Amount of Saving and Securities Portfolio More than 3 million
24. 18
and Which best describes your experience in securities investment?
Less than 5 years or 5 years of experience
and Do you use the returns on investment for your daily spending? No
and Level of risk tolerance for investment I can accept high risk
Then Suitability is Aggressive Investor (0.5)
Rule 37: If Age Under 35 years old
and Education Bachelor's Degree and above.
and Amount of Saving and Securities Portfolio More than 3 million
and Which best describes your experience in securities investment? More than 5
years
and Do you use the returns on investment for your daily spending? Yes
and How long would you like to commit to your investment? Less than 3 years or 3
years
and How much loss can you accept from investment in a certain period? Less than
10%
Then Suitability is Aggressive Investor (0.4)
Rule 38: If Age Under 35 years old
and Education Bachelor's Degree and above.
and Amount of Saving and Securities Portfolio More than 3 million
and Which best describes your experience in securities investment? More than 5
years
and Do you use the returns on investment for your daily spending? Yes
and How long would you like to commit to your investment?
Less than 3 years or 3 years
and How much loss can you accept from investment in a certain period?
10-30% of investment amount
Then Suitability is Aggressive Investor (0.3)
25. 19
Rule 39: If Age Under 35 years old
and Education Bachelor's Degree and above.
and Amount of Saving and Securities Portfolio More than 3 million
and Which best describes your experience in securities investment? More than 5
years
and Do you use the returns on investment for your daily spending? Yes
and How long would you like to commit to your investment?
Less than 3 years or 3 years
and How much loss can you accept from investment in a certain period?
More than 30% of investment amount
Then Suitability is Aggressive Investor (0.2)
Rule 40: If Age Under 35 years old
and Education Bachelor's Degree and above.
and Amount of Saving and Securities Portfolio More than 3 million
and Which best describes your experience in securities investment? More than 5
years
and Do you use the returns on investment for your daily spending? Yes
and How long would you like to commit to your investment?
More than 3 years
and How much loss can you accept from investment in a certain period? Less than
10%
Then Suitability is Highly Aggressive Investor (0.2)
Rule 41: If Age Under 35 years old
and Education Bachelor's Degree and above.
and Amount of Saving and Securities Portfolio More than 3 million
and Which best describes your experience in securities investment? More than 5
years
26. 20
and Do you use the returns on investment for your daily spending? Yes
and How long would you like to commit to your investment? More than 3 years
and How much loss can you accept from investment in a certain period?
10-30% of investment amount
Then Suitability is Highly Aggressive Investor (0.3)
Rule 42: If Age Under 35 years old
and Education Bachelor's Degree and above.
and Amount of Saving and Securities Portfolio More than 3 million
and Which best describes your experience in securities investment? More than 5
years
and Do you use the returns on investment for your daily spending? Yes
and How long would you like to commit to your investment? More than 3 years
and How much loss can you accept from investment in a certain period?
More than 30% of investment amount
Then Suitability is Highly Aggressive Investor (0.4)
Rule 43: If Age Under 35 years old
and Education Bachelor's Degree and above.
and Amount of Saving and Securities Portfolio More than 3 million
and Which best describes your experience in securities investment? More than 5
years
and Do you use the returns on investment for your daily spending? No
and How long would you like to commit to your investment? Less than 3 years or 3
years
and How much loss can you accept from investment in a certain period?
Less than 10% of investment amount
Then Suitability is Highly Aggressive Investor (0.5)
27. 21
Rule 44: If Age Under 35 years old
and Education Bachelor's Degree and above.
and Amount of Saving and Securities Portfolio More than 3 million
and Which best describes your experience in securities More than 5 years
and Do you use the returns on investment for your daily spending? No
and How long would you like to commit to your investment? Less than 3 years or 3
years
and How much loss can you accept from investment in a certain period?
10-30% of investment amount
Then Suitability is Highly Aggressive Investor (0.6)
Rule 45: If Age Under 35 years old
and Education Bachelor's Degree and above.
and Amount of Saving and Securities Portfolio More than 3 million
and Which best describes your experience in securities investment? More than 5
years
and Do you use the returns on investment for your daily spending? No
and How long would you like to commit to your investment? Less than 3 years or 3
years
and How much loss can you accept from investment in a certain period?
More than 30% of investment amount
Then Suitability is Highly Aggressive Investor (0.7)
Rule 46: If Age Under 35 years old
and Education Bachelor's Degree and above.
and Amount of Saving and Securities Portfolio More than 3 million
and Which best describes your experience in securities investment? More than 5
years
and Do you use the returns on investment for your daily spending? No
28. 22
and How long would you like to commit to your investment? More than 3 years
and How much loss can you accept from investment in a certain period?
Less than 10% of investment amount
Then Suitability is Highly Aggressive Investor (0.8)
Rule 47: If Age Under 35 years old
and Education Bachelor's Degree and above.
and Amount of Saving and Securities Portfolio More than 3 million
and Which best describes your experience in securities investment? More than 5
years
and Do you use the returns on investment for your daily spending? No
and How long would you like to commit to your investment? More than 3 years
and How much loss can you accept from investment in a certain period?
10-30% of investment amount
Then Suitability is Highly Aggressive Investor (0.9)
Rule 48: If Age Under 35 years old
and Education Bachelor's Degree and above.
and Amount of Saving and Securities Portfolio More than 3 million
and Which best describes your experience in securities investment? More than 5
years
and Do you use the returns on investment for your daily spending? No
and How long would you like to commit to your investment? More than 3 years
and How much loss can you accept from investment in a certain period?
More than 30% of investment amount
Then Suitability is Highly Aggressive Investor (1)