{"id":9133,"date":"2023-09-11T19:42:34","date_gmt":"2023-09-11T17:42:34","guid":{"rendered":"https:\/\/www.yourrealinvestment.com\/3-investor-profiles-the-keys-to-help-you-define-yours\/"},"modified":"2023-09-11T19:42:34","modified_gmt":"2023-09-11T17:42:34","slug":"3-investor-profiles-the-keys-to-help-you-define-yours","status":"publish","type":"post","link":"https:\/\/www.yourrealinvestment.com\/en\/3-investor-profiles-the-keys-to-help-you-define-yours\/","title":{"rendered":"3 investor profiles: the keys to help you define yours"},"content":{"rendered":"

In order to select an appropriate investment instrument<\/strong>, it is essential to know what type of investor we identify with in order to achieve our financial goals.<\/p>\n

It is important to define the level of risk we are willing to assume<\/strong>, and the risk-benefit equation with which we feel most comfortable in order to select the appropriate assets and instruments that meet the investment objectives we seek. In the financial universe there is a generally accepted segmentation, which proposes three profiles with differential characteristics: <\/p>\n

\"Real<\/p>\n

Conservative<\/strong><\/h3>\n
    \n
  • You want to assume as little risk as possible.<\/li>\n
  • Seeks liquidity in the short or medium term.<\/li>\n
  • He prefers to insure the invested capital.<\/li>\n<\/ul>\n

    Moderate<\/strong><\/h3>\n
      \n
    • He is willing to assume a certain level of risk in order to obtain a better return.<\/li>\n
    • Seeks to invest in the medium or long term.<\/li>\n
    • It does not require your immediate capital.<\/li>\n<\/ul>\n

      Aggressive<\/strong><\/h3>\n
        \n
      • Assumes higher risks and prioritizes better returns.<\/li>\n
      • It invests in the short, medium or long term because it seeks to maximize its returns.<\/li>\n
      • You do not need your capital immediately.<\/li>\n<\/ul>\n

        These are some central features of each type of investor.<\/p>\n

        \n

        How do I define which profile identifies me?<\/strong><\/h3>\n

        Some basic keys to ask and keep in mind are:<\/p>\n

          \n
        • Investment term<\/strong>: how long we are willing to wait to obtain returns on our investment.<\/li>\n
        • Investment amount<\/strong>: how much capital we have available for the business.<\/li>\n
        • Investment objective<\/strong>: whether we seek to maintain the capital insured, whether we seek to increase assets with stable returns, or whether we prioritize the growth of our funds by assuming greater risks.<\/li>\n<\/ul>\n

          \"Inverter<\/p>\n

            \n
          • Degree of risk<\/strong> we are willing to assume in relation to expected returns.<\/li>\n
          • Evaluate what is the knowledge we have about investments<\/strong>: high, medium or low, this will define in part the support you need when making your investments.<\/li>\n<\/ul>\n

            At Your Real Investment<\/strong>, we invest in Real Estate through a process of excellent risk-return ratio, focusing on increasing the cash flow of the property, with a low degree of risk that allows competitive returns.<\/p>\n

            \n

            WHAT IS YOUR INVESTOR PROFILE?<\/strong><\/h3>\n

            We will help you define it and offer you the ideal product for your possibilities and objectives.<\/p>\n

            Just contact us, get to know us and we will schedule a no-obligation virtual meeting.<\/strong><\/p>\n

             <\/p>\n","protected":false},"excerpt":{"rendered":"

            In order to select an appropriate investment instrument, it is essential to know what type of investor we identify with in order to achieve our financial [\u2026]<\/span><\/p>\n","protected":false},"author":2,"featured_media":8993,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[116],"tags":[],"class_list":["post-9133","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-education"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.yourrealinvestment.com\/en\/wp-json\/wp\/v2\/posts\/9133","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.yourrealinvestment.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.yourrealinvestment.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.yourrealinvestment.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.yourrealinvestment.com\/en\/wp-json\/wp\/v2\/comments?post=9133"}],"version-history":[{"count":0,"href":"https:\/\/www.yourrealinvestment.com\/en\/wp-json\/wp\/v2\/posts\/9133\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.yourrealinvestment.com\/en\/wp-json\/wp\/v2\/media\/8993"}],"wp:attachment":[{"href":"https:\/\/www.yourrealinvestment.com\/en\/wp-json\/wp\/v2\/media?parent=9133"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.yourrealinvestment.com\/en\/wp-json\/wp\/v2\/categories?post=9133"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.yourrealinvestment.com\/en\/wp-json\/wp\/v2\/tags?post=9133"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}