Home Solutions • Are you an income or value investor, or a mix of the two? How much income do you need each year from your portfolio to maintain your living standards?
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Questions you may wish to ask yourself in relation to this exercise include the following:
Remember there are no clear-cut right and wrong answers to this exercise. You are attempting to undertake an exercise that professional financial planners undertake regularly as well as many investors on their own behalf. However you are attempting to demonstrate a good understanding of personal investing and financial markets, and to clearly show how investments and markets are affected by events such as the2007-08 financial crisis.