The style / profile is determined by

Objective traits edit

• Objective personal or social traits such as age, gender, income, wealth, family, tax situation, opportunities.

Subjective attitudes edit

• Subjective attitudes, linked to the temper (emotions) and the beliefs (cognition) of the investor.

Balance between risk and return edit

An investor's style is shaped by his or her sense of balance between risk and return. Some investors can tolerate greater risk to have greater return. Some investors want less risk and are content with a reasonable return.

• Generally, the investor's financial return / risk objectives, assuming they are precisely set and fully rational. (???)

Areas of focus edit

An investor profile is shaped by the area that an investor chooses to focus on; such as:

• stocks or bonds,
• technology, commodity, or real estate
• small-cap or large-cap companies

Investment strategies edit

An investor profile is also shaped by the strategy the investor uses:

• ethical investing
• growth investing
• index investing
• quality investing
• value investing

Valuation methods edit

An investor profile is also shaped by the valuation method the investor uses:

• fundamental analysis
• technical analysis
• quantitative analysis

• Bielard, Biehl and Kaiser five-way model
• Capital accumulation
• Capital appreciation
• Ethical investing
• Financial economics
• Global assets under management
• Growth investing
• Index investing
• Investor relations
• Quality investing
• Return on investment
• Saving
• Socially responsible investing
• Speculation
• Stock investor
• Stock profile
• Value investing

• perso.orange.fr, investor types