Allocating investment assets for steady growth

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Instead of fixating on the question of how to make money, investors should ask themselves – what asset classes are they investing in, and how are they allocating their money?

And because of this, many book readers have approached me, worried about their investments. The most frequently asked question I encounter is: “How do I make money on my investments during a tough market like this?”

As a licensed fee-charging financial advisor, I often find clients tend to focus on investing in certain stocks, mutual funds or chasing after trending investments without considering the bigger picture of their overall portfolio. Let’s take for example the case of Robert. He has heavily invested in the property market. Having purchased and leased more than 10 properties under his name, Robert witnessed his net worth grow through rental income as well as the appreciation in property value.

From the example above, it becomes evident that Robert faced significant consequences when he concentrated his investments exclusively in property, putting all his eggs in one basket.However, by diversifying across different sectors and asset classes, he could have limited the impact of the fallen property market, and buffered that loss through his other investments that were likely to increase in value during that time.

By including both stocks and bonds in a portfolio, investors can strike a balance between risk and their ROI, potentially achieving higher returns in the long run than they would with a portfolio that only contains one asset class. This way, investors may be able to avoid selling at a loss and potentially capture gains when the market eventually recovers.

Young investors who are saving for retirement will have a longer time horizon to build and accumulate wealth, thus they will also have room to tolerate some losses along the way.They refer to an investor’s goals for their investments, such as capital growth, income generation, or capital preservation.

 

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