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Alex Johnson - New Investor

Investor Overview

Alex Johnson is an 18-year old High School Graduate from San Diego, California (US). He recently became interested in stocks and cryptocurrency from his friends, but doesn't have a good idea of where to start. He is planning on attending college for Engineering, and wants to start investing in his spare time to take advantage of compounding. He doesn't have a clear idea of what his financial situation will look like after college, but has some rough estimates of how much he would need monthly to be financially free in a few years. He is not particularly interested in starting a business or getting into real estate, but is open to learning more as he gains experience investing. He estimates that his net expenses for the next few years will be around $5000 per month (including tuition, housing, meals and other expenses). His near term goal is to become debt free, and avoid student loan debt when he begins his professional career.

Mission Statement: Learn, take calculated risks, and build wealth through new and innovative investment opportunities.

Age

18

Location

USA

Experience

Beginner

Expected Year of Retirement

2066

Marital Status

Single

Risk Tolerance

High

My Interests

Decision-Making Categories

SMART Goals

GoalsMilestones
Save $3,000 and invest $500 in crypto
  • Save $1,000 in 4 months
  • Set up a crypto exchange account
Invest in 3 types of cryptocurrencies
  • Research and select 3 cryptocurrencies
  • Invest in at least two cryptos

Disclaimer

The individuals and scenarios depicted on this page are entirely fictional and created for demonstration purposes only. Any resemblance to actual persons, living or dead, or real events is purely coincidental. The names, likenesses, and situations presented are solely intended to illustrate potential use cases of the platform and do not represent real users or real-life financial situations.

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