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:

Taxes

– The perfect portfolio would need to be tax efficient

Fees

– It would need to keep costs down to a minimum

Growth

– Exceeding inflation would be a minimum objective

Income

– Stabile and high income is preferable

Liquidity

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

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.

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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.

See: The Sky is Falling​

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