Determine your Optimal Investments.
*Asset prices used are as of the previous business day. Asset prices are refreshed every business day at 9:00 AM.
*know your score through the risk tolerance calculator Risk Tolerance Levels Conservative (7-17): focuses on stability rather than maximizing return and limits chances of short-term volatility (e.g. cash and fixed-income securities with only a modest exposure to equities) Moderate (18-24): balances stability and return but is involved in some short-term volatility (e.g. equities balanced by more risk-averse areas of the market such as cash, fixed-income securities, and real estate) Aggressive (25-35): aims to achieve a good overall return but involves significant short-term fluctuations in value (e.g. portfolio primarily invested in equities)
*Data sources: Government Securities Reference Rates (Philippine Dealing System Group); Mutual Funds (Philippine Investment Funds Association); Equities (Philippine Stock Exchange, Inc.)
