Plan
Nine questions, one at a time, each carrying the reason it is asked. Skip any of them and the plan says how sharp it is without them.
3risk columns: told us · observed · used
- Told us
- The band chosen on the risk screen.
- Observed
- What the account did in the three days after each session the market fell 2% or more, listed with dates. Empty rather than guessed.
- Used
- The band the strategy is actually built on. Two bands apart from the stated one and the product asks before it proceeds.
Moderate risk band
Where the money should sit
Bar: targetMarker: today
- Corporate bonds0.033.9%
- Balanced funds0.026.0%
- Listed shares0.024.0%
- Government sukuk0.08.4%
- Government bonds0.07.7%
- Cash87.70.0%