i-14.11- what is capital preservation?

 Great question!


💼 What is Capital Preservation?

Capital preservation means protecting the money you already have — making sure you don’t lose your original investment.

🧠 In simple words:
Keep your money safe, not necessarily grow it fast.


🏦 Example:

Let’s say you invest $1,000.
If your goal is capital preservation:

  • You want to still have $1,000 or more later.
  • You avoid high-risk investments that could drop your money to $800 or $600.

📊 Investments for Capital Preservation:

These are low-risk, stable, and focus on not losing money:

  • 🏦 Bank savings accounts
  • 📄 Treasury bills (T-Bills) _ Like
  • 💵 Money market funds _ Like
  • 🧱 Short-term bond ETFs _  Like

🧑‍💼 Who uses this strategy?

  • Retirees or older people who can’t afford to lose money
  • New investors who want to protect their savings
  • People saving for short-term goals (like buying a house soon)

Khmer Translation:

ការរក្សាទុន (Capital Preservation)
មានន័យថា៖ ការពារសាច់ប្រាក់ដើមរបស់អ្នកឲ្យនៅសុវត្ថិភាព។
វាមានគោលបំណងធានាថា អ្នកនឹងមិនបាត់បង់ប្រាក់ដើមនោះទេ។
ជាទូទៅ អ្នកវិនិយោគជ្រើសរើសវត្ថុវិនិយោគដែលមានហានិភ័យទាប ដូចជា៖ គណនីសន្សំធនាគារ ប័ណ្ណរដ្ឋ ឬមូលបត្រសន្សំសំចៃ។


Let me know if you want me to explain this with examples from Schwab or Cambodia. 

Previous Post Next Post
📑