Take the Risk Tolerance Quiz on this site: https://www.westportct.gov/home/showpublisheddocument/4986/

 

What investor type were you: conservative, moderate, or aggressive?

Did the answer surprise you?

Read and discuss the following article: https://www.usbank.com/financialiq/invest-your-money/investment-strategies/diversification-strategies-for-your-investment-portfolio.html

ULOs

• Explain how asset allocation affects your investment plan (CLO 6)

Directions

Use the following questions to help in your discussion of the above article:

• Were any of these strategies new to you?
• Were they any that you think you may need to consider at this point in your personal investment journey?
• Anything else you learned, or any new questions come to mind after reading this?