Investing · Module 6

How much risk
suits you?

The best strategy is the one you hold even in a storm.

⚖

Your strategy

Two sides

Capacity and willingness

How much can you bear? Income, horizon, reserves.

How much do you want? Your nerves in swings.

HorizonReservesGoals

The blueprint

Profilecapacity + willingness

→

Splitequities vs safe

→

Executecheap and disciplined

The split beats individual stock picking.

Stay the course

Checkregularly, not daily

Resetto the target split

Disciplinedwithout gut feeling

The biggest enemy

No panicsit out crises

No greeddon't chase fads

Follow the plannot the gut

Good to know

💡 First step: A solid strategy starts with your risk profile – capacity and willingness must match so you stay in even in a storm.

This video does not replace personal advice.
Baeriswyl Beratungen GmbH · Finance & pension planning · Fribourg