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4 Investments

Diversification and portfolio construction

So now you know what investment classes are available. What mix of asset classes could you have?

Your choice will depend on many factors, such as:

  • your reason for the investment
  • your timeframe for the investment
  • your past experience
  • what kind of returns you are looking to achieve
  • your desire to preserve or grow your capital
  • your cash flow needs
  • your tax situation and the value of any tax benefits to your circumstances
  • your comfort level for investments rising and falling in value.
  • your desire to align your investment values with your personal values e.g. Environmental, Social & Governance (ESG) investing.
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