Investment Strategy Recommendation For A Moderately High-Risk Tolerance Client

Client DetailThe client is aged 40 years with a net asset of $900,000 out of which $700,000 comes from the equity held in the owner-occupied house and $200,000 in the form of annual income. The risk tolerance capacity of the client is expected to be moderately high. As the client is currently aged 40 years, it is expected that the time horizon of the client is more than 10 years. As the client has a sufficient annual income, the liquidity requ…