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INVESTMENT GOALS

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Investment Goals and Alignment with Investor Types

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At Verezya, we recognize that investors have diverse investment objectives based on their financial situation, life stage, and personal aspirations. To help our subscribers make informed decisions, we have identified four primary investment goals: Passive Income, Growth, Speculative Investing, and Aggressive Return Expectations. By aligning these goals with our investor type classifications, subscribers can select strategies that best fit their unique circumstances and risk tolerance.

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Passive Income:

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• Objective: Generate a steady stream of income to supplement regular earnings or support lifestyle

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• Suitable Investor Types: Ultra-Conservative and Moderate Investors

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• Suitable Verezya Strategies: Verezya's passive income strategies for Ultra-Conservative and Conservative investors focus on trading MNQ, MES, QQQ, and SPY, with the aim of generating consistent returns while prioritizing stability and income generation over capital appreciation. These strategies are designed to align with the lower risk tolerance and capital requirements of these investor types.

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• Age Group and Financial Situation: Passive income strategies are well-suited for investors nearing retirement or already retired, as well as those with a low risk tolerance or requiring a steady cash flow to meet financial obligations.

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Growth:

 

• Objective: Increase the value of investments over time through capital appreciation

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• Suitable Investor Types: Conservative to High Risk Appetite Investors

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• Suitable Strategies: Verezya's passive income strategies for Ultra-Conservative to  investors with high risk appetite focus on trading MNQ, MES, QQQ, and SPY, with the aim of generating consistent returns while prioritizing stability and income generation over capital appreciation. Some investors can opt for Verezya Mini too based on their investment criteria. These strategies are designed to align with the Moderate risk tolerance and capital requirements of these investor types provided appropriate scle percentage is selected..

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• Age Group and Financial Situation: Growth strategies are suitable for investors with a longer investment horizon, typically younger individuals with many years until retirement, and those with a moderate to high risk tolerance.

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Speculative Investing:

 

• Objective: Capitalize on short-term market opportunities and price discrepancies

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• Suitable Investor Types: High Risk Appetite and Very High Risk Appetite Investors

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• Suitable Strategies: Verezya's speculative investing strategies involve tactical trades based on market inefficiencies, momentum, and event-driven opportunities, including Mini, Micro and Options.

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• Age Group and Financial Situation: Speculative investing is suitable for investors with a high risk tolerance and a deep understanding of financial markets, but not for those who cannot afford to lose a significant portion of their capital or have a short investment horizon.

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Aggressive Return Expectations:

 

• Objective: Maximize returns by taking on a high level of risk

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• Suitable Investor Types: Very High Risk Appetite Investors

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• Suitable Strategies: Verezya's aggressive return strategies employ leveraged positions, concentrated bets on high-growth investments, and opportunistic trades in volatile markets, involving investments in emerging technologies, speculative-grade securities, and global macro themes.

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• Age Group and Financial Situation: Aggressive return strategies are suitable only for investors with a very high risk tolerance and a Medium Investment horizon, who have a deep understanding of the risks involved and can withstand significant portfolio drawdowns.

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Setting Investment Goals:

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To set appropriate investment goals, investors should follow these steps:

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• Assess Financial Situation: Evaluate current income, expenses, assets, and liabilities to determine investable capital and risk capacity.

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• Define Time Horizon: Consider when invested funds will be needed and how long they can stay invested.

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• Identify Risk Tolerance: Assess willingness to accept potential losses and short-term volatility in pursuit of investment objectives.

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• Align Goals with Investor Type: Use Verezya's investor type classifications to understand which investment goals are most suitable based on risk tolerance and financial situation.

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• Select Appropriate Strategies: Choose Verezya's investment strategies that align with investment goals, risk tolerance, and time horizon.

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• Regularly Review and Adjust: Periodically review and adjust investment goals and strategies as financial situation, risk tolerance, and objectives change over time.

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By considering these factors and leveraging Verezya's expertise, subscribers can set realistic and achievable investment goals tailored to their unique circumstances.

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Consulting with a Registered Investment Advisor (RIA):

While the information provided here can help investors understand their risk tolerance, suitable investment strategies, and how to set investment goals, it is essential to consult with a Registered Investment Advisor (RIA) in their domicile. An RIA can provide personalized financial advice tailored to an investor's specific situation, taking into account their risk tolerance, investment goals, tax considerations, and overall financial planning needs. They can help investors make informed decisions and ensure that their investment strategy aligns with their long-term financial objectives.

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Remember, investing involves risk, and it is crucial to regularly reassess risk tolerance and adjust investments accordingly, as personal circumstances and market conditions may change over time. By working with a qualified RIA and leveraging the resources provided by Verezya, investors can make well-informed investment decisions and work towards achieving their financial goals.

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