Glossary

Investing

Risk profile

Risk profile is the level of loss an investor can bear without jeopardizing their goals (capacity) and without selling in a panic (tolerance).

The right portfolio respects whichever dimension is lower: high capacity is useless if low tolerance leads to selling at the first sharp drop.

It's worth revisiting every two years or after major changes in income, family or time horizon.

Put it into practice

Related terms

  • Rule of 110 — The rule of 110 suggests putting a percentage equal to 110 minus your age into stocks, and the rest into bonds.
  • Volatility — Volatility measures how much an investment's value swings around its average: higher volatility means bigger short-term ups and downs.
  • Diversification — Diversification means spreading investments across assets, sectors, countries and currencies whose behavior isn't perfectly correlated.

Bring it to your own numbers

netclariq applies these concepts to your real accounts, debts and investments, with simplified double-entry bookkeeping and without asking for your bank credentials.

Educational content. netclariq does not provide financial, investment, tax or legal advice.