The information on this website is promotional
The information on this website is promotional
An investment portfolio is an individual instrument for accumulating and increasing capital. Each person should have their own portfolio, depending on their goals, deadlines and age. May include:
Depending on the approach, some assets may be missing.
It is necessary to evaluate factors such as the amount of time the investor will be able to devote to his portfolio, potential future costs that may require the sale of part of the assets.
Choose from three main types.
A conservative portfolio is suitable for beginners and those who are not ready to lose money. Its goal is to preserve funds and, if possible, protect them from inflation.
A moderate portfolio is suitable for almost anyone who is not afraid of moderate market risks. Its goal is to protect savings from inflation and increase them using more profitable instruments.
An aggressive portfolio includes risky instruments with high returns. It is used by professionals, very wealthy people who are ready to take big risks and strive to earn as much as possible.
The portfolio needs periodic revisions and changes in the shares of assets in its composition, then it can continue to protect savings and generate profit. No portfolio is constant, since the market does not stand still.
Monitor changes in prices and profitability in a timely manner, get rid of ballast in a timely manner and redistribute the portfolio content. Buy liquid instruments that you can easily and quickly sell if necessary.
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