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Mary’s profile – moderate

By CK Financial Solutions on October 31, 2013

Mary is 45 and she never took big risk in her life.

She is paying €1,000 each month into her personal pension and her current fund is valued at €150,000. She is reluctant to speculate and wants to allocate a portion of her investment to equities while balancing her portfolio with more secure assets.

These examples are used for illustrations purposes only.

Mary’s portfolio

Marys portfolio

Posted in Case Studies | Tagged finance, pension, retirement

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