Investment Process

8: Asset Allocation

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Asset Allocation is defined by the phrase “Don’t put all your eggs in one basket” is another way of saying that no one should risk all of their resources on any single idea, venture, or asset. Put simply, if all your eggs are in one basket, and the basket breaks or spills, then you’ll lose […]

Investment Process

7: Management Style

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The way to develop a management style is to undertake the hard work of changing your behavior. Management Style is the method and philosophy followed by an investor in managing an investment portfolio. The management style of investment portfolio set expectations for risk and performance potential. For many people who are new to investing, the […]

Investment Process

5: Risk Profile

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“Life is inherently risky. There is only one big risk you should avoid at all costs, and that is the risk of doing nothing.“ There are many decisions that go into financial investment and planning needs. The question that is likely to have the greatest impact on the financial future is how much investment risk […]