Posts Tagged ‘portfolio’
Chapter 13 – Monitoring Your Investments
Once you have constructed your portfolio you will need to monitor it to make sure it is performing as you had hoped and that you are on track to achieve your investment goals. A financial adviser will, or can, review your investments at your annual meeting. For those that have taken the self-managed route, these…
Read MoreChapter 6 – Why is diversification important?
The philosophy behind portfolio diversification is that if one investment performs poorly, you will always have others that will, ideally, not be performing badly at the same time. This allows your varied investments to act as counterbalance to one another. The “asset allocation” or in other words, how you divide your money between shares, cash,…
Read MoreChapter 1 – Investing with JPFS
Everyone knows what investing is, but what are people actually doing when they invest? Fortunately, the world of investing is actually very straightforward and easy to grasp. You just have to start with the fundamentals. Investing is a way to increase your wealth and achieve your financial goals in life. Warren Buffett suggests investing is…
Read More