How do we suggest what portfolio is suitable for you?
During the account opening process, we will ask you questions about your investment timeline and risk tolerance. Risk tolerance is a measure of both your capacity and willingness to take on risk; your capacity is your ability to afford risk, while your willingness is your approach to it. We will use this information to recommend a model portfolio.
There is no human involvement in our portfolio recommendation process other than the initial creation of the portfolio recommendation tool. Our investment recommendation relies entirely on the responses you’ve provided.