【ベストコレクション】 goal-based investing example 141171-Goal-based investing example

10 Sanjiv R Das et al Figure 3A Goal Region example The Goal Region (in light blue) in this ﬁgure corresponds to a base case where an investor has an Investment Tenure of 10 years, an Initial Wealth of $400,000, a Target Wealth of $500,000, and a Target Probability of 80%

Goal-based investing example-"Goalsbased investing focuses on reaching life's goals versus trying to get high returns on an investment portfolio," says Sandy Yong, a Torontobased speaker and author of The Money Master "The approach is structured so that an individual has tangible and specific goals that they want to achieve"Goalsbased investing does not restrict the analysis to the same 2 variables The variables could include theoretically anything income yield, after tax total returns, probability of loss in the short term or the long term, etc Goalsbased investing can also use the same principles of