Independent Investment Advice

Balanced Investment Strategies

The Perfect Portfolio

What would the perfect investment portfolio look like?


On a scale of 1 – 10, I believe it would require high numbers in the following areas:

The key ingredients:

Growth

– Exceeding inflation would be a minimum objective

Income

– Stabile and high income is preferable

Safety

– As Roy Rogers indicated we all want a return of our investment

Simplicity

– Having a good understanding of what we own gives us confidence when we need it most.

Taxes

The perfect portfolio would need to be tax efficient

Fees

– It would need to keep costs down to a minimum

Liquidity

– It would be able to convert to cash quickly with little to no transactional costs

Continue Reading​

A FORWARD LOOKING PROCESS

RATHER THAN MONITOR JUST PAST PERFORMANCE A FORWARD LOOKING PROCESS CAN HELP DETERMINE WHEN FUTURE MARKETS WOULD TRIGGER A POTENTIAL PROBLEM OR OPPORTUNITY.

Need some Personalized Advice?

Click here for a free investment proposal - No bull