Investor profile


An investor profile or style defines an individual's preferences in investment decisions, for example:
The style / profile is determined by

Objective traits

  • Objective personal or social traits such as age, gender, income, wealth, family, tax situation, opportunities.

    Subjective attitudes

  • Subjective attitudes, linked to the temper and the beliefs of the investor.

    Balance between risk and return

An investor's style is shaped by his or her sense of balance between risk and return. Some investors can tolerate greater risk to have greater return. Some investors want less risk and are content with a reasonable return.

Areas of focus

An investor profile is shaped by the area that an investor chooses to focus on; such as:
An investor profile is also shaped by the strategy the investor uses:
An investor profile is also shaped by the valuation method the investor uses: