golden rule of investing

Below is a synopsis of this investment report:

• Diversification is the “Golden Rule” of investing, and proper implementation is absolutely mandatory in a well-constructed portfolio.
• Despite popular belief, diversification is not achieved by simply buying several high quality assets in a portfolio because many securities react similarly to economic and market factors.
• A well-diversified portfolio requires deep understanding of the drivers of the performance of securities to avoid gaining too much exposure to one factor.
• Portfolios should maintain a mix of geographic, asset class, sector, and style diversification.

 

For full access to the investment report titled “Diversification – More Than Meets The Eye”, please contact us.