There can be as many types of portfolios and portfolio strategies ... who's saving for retirement and plans to leave the workforce in five years. They might want to invest a larger portion of ...

This one is a bit technical – types of businesses ... If you own five companies (equally weighted for the ease of this analogy) and one goes wrong, that is 20pc of your portfolio blown out.

5. Beware of online ... private holdings in client portfolios, and as a professional investor, I pay a fair amount for research and platforms that provide these types of opportunities to our ...

A diversified portfolio contains distinct asset types and investment vehicles in ... for commercial properties (i.e., sometimes five years or greater). Though there is more security in collecting ...

These types of investments are often chosen as ... Retail investors have about 5% of their portfolios in alternative investments, according to a survey from the Chartered Alternative Investment ...

That means if you’re looking to hang on to a 5% portfolio yield, you’ll need to make adjustments to your portfolio and add some risk in the process, whether that’s pushing into different ...

Asset allocation balances risk by mixing investment types to optimize returns and stability. Diversified portfolios, even with different investments, perform similarly if their asset mix is the same.