Moderate
Investment Profile
This portfolio is focused on seeking medium growth through appreciation over the time horizon, while expecting greater stability compared to the rest of the market. It is important, as an investor, to be able to tolerate market downturns and constant volatility in exchange for exposure to the possibility of higher long-term gains, while expecting to limit the risk of loss through diversification. It is important to have the financial strength of not needing the portfolio's capital for the next 5 to 10 years.
Assignment
Total Return
Compound Annual Growth Rate (CAGR)
Total Return per month
Rollbacks
Worst Drops
Volatility
Risk-adjusted return
Monte Carlo (Simulation)
Projected Normal Distribution
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