What are the 5 Investment Portfolio types?

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The 5 Investment Portfolio Types explained.

Jonathan Bayes, Chief Investment Officer at Prime Financial Group.

 

It goes without saying that every client is individual and treated as such, but Prime Financial Group tend to consider investors across 5 typical portfolio types.

 

Model or template portfolios we start with fit a Conservative, Moderate, Balanced, Growth and High Growth investor.

 

WATCH the Video below to LEARN MORE.

 

Investment Portfolio Types: What are they? from Prime Financial Group on Vimeo.

 

Related Post: Understanding Investment Advice

 

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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.

About the Author:

As the Chief Investment Officer (CIO) for Prime Financial Group, I work closely with the national advisory team, high net worth individuals, family groups and Prime’s broader accounting network to provide considered and pro-active investment advice.