Building a
Better Portfolio

Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. You may not get back the amount originally invested.

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Where do many investors get it wrong?

Investors often start by filling their portfolios with funds run by the top-rated fund managers. But the reality is that the ‘best’ funds do not lead to the ‘best’ portfolios.

Here are three habits shared by some of our most successful investors.

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best portfolio

3 habits of highly
effective investors

  • 1

    understand their portfolio risk

    Successful investors begin investing by first considering the risks they are prepared to take. They carefully consider the asset classes they want to invest in, to facilitate the construction of a balanced portfolio.

    Do you understand your portfolio risk?

  • 2

    know what’s driving performance in their portfolio

    It is important to identify what is driving the performance within your portfolio. Successful investors are able to select the most appropriate investment vehicles to get the most desired outcomes.

    Do you know what’s driving performance in your portfolio?

  • 3

    use a range of investment tools

    As the investment universe grows, there is more opportunity and choice when it comes to selecting investment tools. Successful investors have realised that there is not just one way to invest.

    Have you considered the range of tools you use?

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better portfolio

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