STEP 2 OF 10 · INVESTOR PROFILE

Risk capacity and horizon

Risk capacity is not appetite. It is the drawdown you can hold through without changing your decisions — and the length of time the capital can stay invested.

Drawdown you can hold through

ConservativeA drawdown beyond roughly 10% would change my decisions.BalancedI can hold through a drawdown of roughly 20% without acting.OpportunisticI accept drawdowns beyond 30% in exchange for a wider opportunity set.

Time horizon

Under 1 yearThe capital may be needed within twelve months.1 to 3 yearsA full market cycle is acceptable.Over 3 yearsThe capital is long-term and not earmarked.

Please choose an option before continuing.

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