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WHAT IS AN INVESTMENT PORTFOLIO?

WHAT IS AN INVESTMENT PORTFOLIO?

An investment portfolio simply refers to a collection of investments which most times do not require the active participation of the owner. This implies that the investor has diversified his/her investments in different markets. This could be ownership of stocks, bonds, mutual funds, exchange-traded funds, and the like. Broadly, there are three different kinds of investment portfolios; the aggressive portfolio, the moderate portfolio, and the conservative portfolio. The difference between them lies in the level of risk the owner tolerates. Interested in building yours? Then, consider the steps below.

Investment portfolio

1. Decide if you want to do it by yourself or seek external help: if you do not mind the time and commitment it takes to build an investment portfolio, then you can do it the DIY way. There are lots of resources online that can help. However, if you think you would prefer to consult with experts or even have experts manage the portfolio for you, then Secure Capital has a great team of financial experts that can put you through. Keep in mind that the more burdensome you consider a task to be, the less eager you are to commence it.

2. Choose an investment strategy that suits your goals: the phase of life one is in determines the level of financial yield one needs. The financial prospects of a man about to retire would differ from that of a man that is just getting married. Thus, their investment strategies and financial goals would differ.

3. Determine the level of risk you can tolerate: this is key in building an investment profile. Survey shows that many about-to-retire folks cannot afford to commit their resources to investments that yield returns in the long term. Their risk tolerance is often lower than that of young, hustling men. So, it is important to determine the level of risk one can tolerate before deciding which investments to commit one’s resources to.

4. Review your portfolio from time to time: After decisions have been made as to where to invest, it is important to review this plan from time to time to see if it is yielding the expected result or if there is a need to restrategize.

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