The 368th edition of our Active Practice Updates – Spotlight on: Diversifying your investment portfolio, is available to download here
Areas covered in this edition include:
- Start with a written risk profile
- Asset-class building blocks
- Put tax wrappers first
- Keep pensions at the core
- Diversify by geography and sector
- Build in defensive holdings
- Rebalance with discipline
- Track allowances and threshold freezes
- Avoid common pitfalls
- How we work with you
- Keeping your goals in focus
- Moving forward
If you would like a paper based version of future editions sent to you then please contact us to let us know, and of course if any of the issues in this edition raise any concerns with you then we’d like to hear from you so please contact us.