Lecture 8 (21) Chapter 2: Matching a Fund to Your Risk Profile and Horizon
Matching a Fund to Your Risk Profile and Horizon
Thandiwe Mbeki
Everything so far has taught you to evaluate a fund on its own terms. This lecture is about evaluating a fund against you because the best-run fund in the world is the wrong choice if it doesn't match when you'll actually need the money.
The Two Things That Actually Determine Your Risk Profile
- Time horizon is when will you genuinely need this money? Not "someday," a real estimate.
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