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John’s profile – cautious

By CK Financial Solutions on November 1, 2013

John is 67 and has an ARF, which is currently valued at €100,000

He has recently retired and has investments in addition to his ARF which he is using for income.

John is concerned about the possibility of short term losses and has a low risk tolerance. He prefers non volatile investments but still wants growth.

These examples are used for illustrations purposes only.

John’s portfolio

John's Portfolio

Posted in Case Studies | Tagged finance, investment

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