How does True Wealth determine my risk tolerance?
True Wealth uses a questionnaire to determine your risk tolerance. Risk tolerance has two sides:
- Your subjective willingness to take risks. This determines the level of risk you are comfortable with.
- Your objective risk capacity. This determines the level of risk that is compatible with your personal circumstances and financial situation.
Our questionnaire guides you through both sides of your risk tolerance and presents you with a corresponding portfolio proposal that is optimally tailored to your situation and investment objectives.
More questions in "Investment process"
I have opened an account. What is the next step?How does True Wealth select the investment instruments?Is currency hedging (FX hedging) part of the recommended investment mix?What does currency hedging (FX hedging) cost?Can I deactivate currency hedging?Why does my portfolio return differ from the multi-asset benchmark?Does True Wealth also offer portfolios in currencies other than the Swiss franc?Can I also use ETFs other than those suggested?Can I invest in individual stocks with True Wealth?When and how often is trading carried out?What happens to my investment mix when I deposit money?Can the investment universe (Global or Sustainable) be changed retrospectively? Is securities lending excluded?
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