A portfolio is a collection of all your investments. Learn how you can combine them to help you achieve your financial goals.
What are your goals for the future? Your investment portfolio should reflect what is important to you, and it should be custom-designed to help you achieve your goals.
An investment portfolio is a collection of all your investments, a collection that reflects your tolerance for risk and the length of time you plan to invest.
A good investment portfolio creates a unique mix of investments based on what’s important to you. This is called strategic asset allocation.
A key principle of asset allocation is diversification — owning different investments means having different return opportunities and spreading out risk. As your goals and investment time horizons change, your asset allocation should also change. So it’s important to rebalance and review it on a regular basis.
When you’re starting out, it can be challenging or even overwhelming to put together the right mix of investments to help you achieve your goals. Talk to an MD Advisor* about constructing a good investment portfolio or to get help reviewing your portfolio.