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Dave’s profile – speculative

By CK Financial Solutions on October 31, 2013

Dave is 35 is paying €1,000 each month into his executive pension fund. His current fund is valued at €200,000.

Dave is happy to take more risks in exchange of potentially higher returns in order to satisfy his investment objectives.

He is not concerned about the possibility of short term losses and has a high risk tolerance.

These examples are used for illustrations purposes only.

Dave’s portfolio

Daves portfolio

Posted in Case Studies | Tagged investment, pension, retirement, shares

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