Tell us about yourself


What is your investment horizon?

This is the amount of time you plan to hold your investments. You will be able to sell them before this period, but it is not recommended since the portfolios you will be investing in are suitable for the term you previously selected.

What year were you born?

The younger you are, the more risk (higher expected returns) you can afford, since you have more time to arise from a significant downturn. All Investore portfolios are best suited for long term investing.

If your entire portfolio generated a loss of 10% or more in one year, what would you do?

Ups and downs can happen any time; we need to know how you would react in event of a downturn so we can recommend you a risk level that you will feel comfortable.

What interests you most when you invest your money?

Higher returns mean higher risk, so you may lose more value in a downturn. If you want a portfolio with low risk, your returns will be lower and also the downturns.

What is the total value of your cash and liquid investments?

Your financial situation is an important information since it will help you determine the risk you can afford to take. This include cash in banks, public stocks, bonds, mutual funds, or other assets that are easily converted.

What is your approximate annual income?

Your annual income is a key information since it will help you determine the risk you can afford to take.

We recommend the strategies with the objetive

If they exist, here we will show you the inconsistencies we find regarding the answers to your questionnaire, for example: "You want to invest in the short term and get very high returns
Your risk tolerance evaluation is based on the information you have provided us. Please verify that it is accurate.

Liquid

  • 100 Fixed Income
  • 0 Variable income
Risk Level: Very Low
Time Horizon: Anyone
Variable income: 0%
You prefer to pursuit a very low return since you would not tolerate losing value in a fall in the markets by accepting a very low risk.

Conservative

  • 90 Fixed Income
  • 10 Variable income
Risk Level: Low
Time Horizon: 1 year
Variable income: Up to 10%
You prefer to pursuit a low return since you would only tolerate losing up to 10% of your value in a fall in the markets by accepting a low risk.

Moderate

  • 80 Fixed Income
  • 20 Variable income
Risk Level: Moderate
Time Horizon: 2 years
Variable income: Up to 20%
You prefer to pursuit a moderate return since you would only tolerate losing up to 20% of your value in a fall in the markets by accepting a moderate risk.

Entrepreneur

  • 60 Fixed Income
  • 40 Variable income
Risk Level: High
Time Horizon: 3 years
Variable income: Up to 40%
You prefer to pursuit a higher return since you would only tolerate losing up to 40% of your value in a fall in the markets by accepting a high risk.

Aggressive

  • 40 Fixed Income
  • 60 Variable income
Risk Level: Very High
Time Horizon: 4 years
Variable income: Up to 60%
You prefer to pursuit a very high return since you would tolerate losing up to 60% of your value in a fall in the markets by accepting a very high risk.

Speculative

  • 0 Fixed Income
  • 100 Variable income
Risk Level: Extremely High
Time Horizon: 5 years
Variable income: Up to 100%
You prefer to pursuit the highest return since you would tolerate losing up to 100% of your value in a fall in the markets by accepting an extremely high risk.

We recommend that you review and update your risk profile periodically and when a major event happens in your life, such as a change in your income or financial requirements (i.e., childbirth, retirement, marriage, etc.).