The CFA exam often asks for two factors that increase and two factors that decrease an individual’s risk tolerance.
The guideline answers often cite that Investable Assets are large/small relative to the return objectives, and this is a factor that increases/decreases risk.
Have you seen guidance suggesting cutoff percentages? Some people suggest <5% for small, 5-10% for moderate and >10% for large, but I wanted to see what y’all thought.
Much obliged.