How Much Stock Is Right for You? | Understanding Risk Tolerance & Time Horizon скачать в хорошем качестве

How Much Stock Is Right for You? | Understanding Risk Tolerance & Time Horizon

How much stock should you have in your portfolio? In this video, Annelise Li, CFA, breaks down two key questions every investor must answer: How soon do you need the money? How much volatility can you comfortably accept? Annelise explains why short-term needs usually shouldn’t be invested in stocks, how market volatility really works, and why time horizon is one of the strongest tools in your financial planning toolkit. You’ll also learn: 👉Why stock prices move so much from day to day 👉What history shows us about market drops — including the S&P 500’s 20% one-day crash 👉How longer time horizons (5–10–15 years) change the role of stocks 👉 Why risk tolerance and financial goals must work together 👉How to start forming your own stock allocation strategy Whether you're a beginner or reviewing your investment plan, this framework will help you clarify how much stock makes sense for you. Led by Annelise Li, CFA Founder/CEO of Fintent Invest Investment Adviser Representative California-Licensed Have a financial question you'd like answered? Submit it at: https://fintentinvest.com/ask/ #financialliteracy #investingforbeginners #assetallocation