Investment FAQ – Why Do I Need to Know About Asset Allocation and Diversification?

Investment FAQ – Why Do I Need to Know About Asset Allocation and Diversification?

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Investment FAQ – Why Do I Need to Know About Asset Allocation and Diversification?

 

Like the saying goes, its rarely a good idea to put all of ones eggs in the one basket.

Each type of financial asset carries with it its own characteristics of risk and return, and depending on the prevailing economic and financial conditions some assets are likely to do well, whilst others don’t. Marrying assets together to take into account these characteristics is vital to ensuring an investor achieves his or her financial outcomes over a suitable timeframe and within  their tolerable risk limits

 

Diversification: What is it? from Prime Financial Group on Vimeo.

 

Related Post:

Is it Time to Expand our Investment Horizons?

 

Disclaimer:
This information has been prepared by Primestock Securities Limited ABN 67 089 676 068, AFSL 239180 (“Prime”). Prime accepts no obligation to correct or update the information or opinions in it. This information does not take into account your objectives, financial situation or needs. Before acting on this information, you should consider whether it is appropriate to your situation. It is recommended that you obtain financial, legal and taxation advice before making any financial investment decision. Prime is bound by the Australian Privacy Principles for the handling of personal information.

 

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By | 2017-06-16T15:16:14+10:00 December 7th, 2016|Investment Advice, Uncategorized|0 Comments

About the Author:

Prime is an Integrated Wealth Management Firm for business owners and family groups. Prime’s goal is to become the Premier Partner to Accountants for Growth, Succession and Integrated Wealth Management and to deliver personalised advice to clients for a secure financial future.