SAFE, OPTIMAL, DYNAMIC: What Type of Investor Are You?

Not all investors are the same. Some want stability, others chase growth, and some are willing to take big risks for the chance of exceptional returns. At CMA, we understand that your portfolio should reflect your goals and your risk tolerance — not just the market average.

That’s why we created three distinct strategies: SAFE, OPTIMAL, and DYNAMIC. Each is built on the same data-driven foundation, but designed for different investor profiles.

The Three Strategies Explained

Strategy	Median Annual Return	Annual Volatility	Sharpe Ratio	Risk Profile	Ideal For
SAFE	18.67%	16.24%	1.03	Moderate	Investors seeking steady, reliable returns without high volatility
OPTIMAL	36.08%	27.97%	1.29	Moderate	Investors aiming for high growth with a strong risk-reward balance
DYNAMIC	45.53%	50.59%	0.90	High	Long-term investors comfortable with short-term fluctuations for substantial gains

Which One Fits You Best?

• If you value stability and want consistent growth without sleepless nights → The SAFE Strategy is for you.

• If you want to maximize long-term growth but still maintain a healthy balance of risk and reward → The OPTIMAL Strategy may be the best fit.

• If you are a high-risk, high-reward investor who can handle volatility in exchange for exceptional growth potential → The DYNAMIC Strategy is designed for you.

The Takeaway

There’s no single “right” way to invest — but there is a smarter way to match your portfolio to your personal goals.

With CMA, you don’t just invest. You choose the path that makes sense for your risk tolerance, your future, and your ambitions.

👉 Which type of investor are you? Explore SAFE, OPTIMAL, and DYNAMIC with CMA today.