To build our investment portfolios, after deciding the allocation of asset subclasses, all we must do is choose the best...
Read moreFrom the decision to allocate to asset sub-classes to the decision on selecting the investment products The diversification rationale (reminder)...
Read moreFor a complete and efficient diversification we must move from the 2 major asset classes – stocks and bonds -...
Read more“The investor’s main problem – and even his worst enemy – is likely to be himself.” Individual investors have investment...
Read moreTo be successful in investing it is important to make diversified investments aligned with the investment time horizon and the...
Read moreThe goal-based investing planning process comprises 5 phases: #1 Define possible financial objectives #2 Identify current and future available resources...
Read moreThe main financial objectives are an emergencies fund, retirement, children tuition and financial capacity to maintain the standard of living...
Read moreAsset allocation is one of the main determinants of investments returns, being much more important than securities selection and the...
Read moreWe can reduce risk over time: stocks for the medium and long term and bonds for shorter periods The stocks...
Read moreGoal-based investing (GBI) creates individual investment portfolios for each goal The rationale and benefits of investing with a goal-based investing...
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© 2021 - Investorpolis / Powered by Delta Soluções