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  • Asset Allocation

    The asset allocation decision is the most important decision an investor makes in building an investment portfolio because it represents the investor’s desired trade-off between risk and return. An investor who desires a higher return must expose a greater portion of his portfolio to stocks and the short term volatility that accompany them. Investors who… [Interested? Read More…]

    Asset Allocation
  • Category Diversification

    The second step in controlling investment risk is category diversification. Once you have decided how much of your portfolio to invest in stocks, bonds and money market securities you must decide which types of these broad categories of investments to include in your portfolio. There are many categories to choose from. Stocks are grouped into… [Interested? Read More…]

    Category Diversification
  • Security Diversification

    The more concentrated an investment portfolio is the greater the risk. If you only own one stock in your portfolio your entire return is dependent on the return of that one investment. If it does well you do well. If it does poorly your entire portfolio does poorly. Once you add another stock to your… [Interested? Read More…]

    Security Diversification
  • Time Based Diversification

    Security diversification lessens the impact of any one security on your overall portfolio results. The more securities you add to your portfolio the less impact any one security has, good or bad, on your return. Time based diversification works on the same principal. The longer you hold a diversified portfolio of stocks the less impact… [Interested? Read More…]

    Time Based Diversification

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