Portfolio diversification : the best strategies

Portfolio diversification : the best strategies (1 min 37 s)

Added on June 16, 2015

Description

Studies have shown that diversification explains 90% of your investment return. Portfolio diversification is key to any investment strategy. It should be based on asset classes, geographical and sector diversification as well as management styles.

Questions?
Write to us at :
 - Open your e-maill application and write to questions@desjardins.com

  

See all our Webcasts

Portfolio diversification : the best strategies (1 min 37 s)

Added on June 16, 2015

You probably often hear about portfolio diversification.

You know itís important when creating an investment portfolio but do you feel like youíre not grasping everything?

Portfolio diversification is an excellent investment strategy, which, unlike an improvised approach, involves careful planning.

Studies have shown that diversification explains 90% of your investment return.

Itís pretty clear that it pays more to diversify than to handpick the winning shares and securities.

Your advisor will start by determining your investor profile based on your financial goals. Once your investor profile is confirmed, theyíll guide you through the investment choices.

Portfolio diversification is one of your advisorís expertise.

Diversification is based on asset classes, which include fixed-income securities such as bonds and growth securities such as stocks.

Itís also based on sectors of activity such as natural resources, finance and consumer goods.

Geographic diversification allows you to invest in international markets and therefore take advantage of growth in many markets.

Management style is also key is diversification.

There are different management styles: active management, passive management and a combination of bothóa strategy used for hybrid products.

Do you want to make the best investment of your life over the next few weeks?

Call your Desjardins Wealth Management advisor.

They have the expertise to develop an investment strategy that meets your needs.

Ask me your questions or send me your comments at the address on the screen.