- clear probability of achieving each goal
- suggestions to improve those chances
- customized and dynamic allocation strategies
- built with a strong preference to the use of individual securities
- What is GBI(Goal-Based Investing)?
- #personal #respective #individual #practical
- In essential, PERSONALIAZARTION!
- an investment approach
- focused on the individual investor's ability
- to meet future personal financial goals
- a new approach to wealth management
- that emphasizes investing with the objective of attaining specific life goals
- measuring their progress toward specific life goals
- (Q) How to measure?
- What is Goal?
- Before : the highest possible portfolio return
- After : saving for the children's education
- (Q) Probaibility is necessary for GBI?
- Why GBI?
- GBI + active portfolio management
- now, low interest rates & reduced growth expectation
- 3 reasons
- focus, intention
- specific, multidimensional
- deeper specificity wider range of solutions
- right-sized risk gain confidence
- engagement
- How to do GBI?
[References]
Data science & Machine learning, baking and reading(≪,≫)
I used to feel like I was investing in the dark. Every decision felt like a gamble, and I was constantly second-guessing myself. That changed when I signed up for https://8figures.com/blog . Their AI tool reviewed my investments and offered strategies that were tailored to me — not generic tips. The sign-up process was smooth, and I quickly got insights I’d never thought of before. It was like having a pro look over my shoulder. Since then, my portfolio has become more stable and goal-oriented. I still make the final calls, but I’m no longer guessing what to do next.