Moderate investors: Two case studies

Having analysed the ends of the risk scale through the eyes of Luka and Angela (Aggressive Investors: two case studies) and Phyllis, Jack, Shirley and Gotye (Conservative investors: two case studies), we now turn to those – the majority – who sit somewhere in the middle. The term ‘moderate’, apart from being uninspiring, refers to a transition range from aggressive to conservative. In other words, it’s not a defined point halfway between the two. As most of us move through life (and financial capacity), our position on the risk map moves. Typically people become more conservative over time, as...

Having analysed the ends of the risk scale through the eyes of Luka and Angela (Aggressive Investors: two case studies) and Phyllis, Jack, Shirley and Gotye (Conservative investors: two case studies), we now turn to those – the majority – who sit somewhere in the middle.

The term ‘moderate’, apart from being uninspiring, refers to a transition range from aggressive to conservative. In other words, it’s not a defined point halfway between the two.

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