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Step 3: What Is My Investment Profile, and How Do I Achieve My Objectives?
Before you actually invest your savings, you should first think about what your financial objectives are.
Do you want to put your money in short-term or long-term investments? Would you prefer additional income or long-term capital growth? What sort of returns would you like to achieve? How much risk are you willing to take? Your answers to these questions provide important considerations for your investment strategy. As a rule, it pays to be patient. The longer your investment horizon, the smaller the impact of price fluctuations generally is.
What is my investment profile?
Credit Suisse differentiates between five different investment profiles based on the factors investment horizon, risk capacity and risk tolerance. The suitable investment products are then grouped under the individual profiles. After all, it is the specific product mix that makes up the overall profile.
Diversify Wisely within the Investment Profile
Diversification means reducing risks. Within your investment profile, you should make sure that you do not put all your eggs in one basket. A sound investment strategy is based on hedging by spreading your assets wisely across various asset classes, sectors, countries or currencies.
In the next step we will show you which investment products could suit your objectives on the basis of your personal investment profile.
Step 4: What Type of Investment Options Match My Objectives?
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