David, a financial analyst, talks with Sarah, a VIP customer. They discuss her investment needs. David guides her step-by-step to make the best choice.
Vocabulary:
Portfolio: A collection of investments owned by a person.
Diversify: To spread investments to reduce risk.
Mutual fund: A fund that pools money to invest in assets.
Etfs: Exchange-traded funds, investment funds traded on stock markets.
Risk: The chance of losing money in investments.
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