Peter Jan S.

Taňa

FINMN5-E1
INTERPRETATION:

The total score of my Portfolio Allocation Scoring System is 28 which falls to 15-30: vary
portfolio aggressiveness according to proximity to the next higher or lower level. Which means
that my level of risk tolerance is semi-aggressive and I strongly agree with that because me as
a person, I am willing to take chances if I think the odds of earning more is in my favor.
INTERPRETATION:

The result of my Personality Type- Based Risk Tolerance is in moderate. Which means
that me as a future investor and according to T. Rowe Price Matrix, moderate investors are
willing to take some risks with their money, but they take a balanced approach with 6-10-year
time horizons. Which includes 20% cash, 40% bonds and 40% stocks (strategy 2).