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Anonymous

23 Oct 2019

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General Investing

How do you all set your investment portfolio? Any good stuff to read to start?

Discussion (5)

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Arpita Mukherjee

23 Oct 2019

Community Evangelist at Kristal.AI

Hi Anon,

The idea is to not put all your eggs in one basket. Building a successful portfolio requires thought and you must analyse each and every one of your investments rigorously before you invest. As someone new to investing, you might find this process daunting, which is why it is more beneficial to build your investment portfolio slowly over time, rather than rushing into making a ton of investments quickly. Allow yourself the time and space to grow and learn before diversifying or rebalancing anything. Of course, if your advisor tells you to do something specific, you should certainly take that into consideration too!

Here's something more elaborate.

I work at kristal.AI, and my mojo is to help people make the right financial decisions.

If you think I helped you, do give me "Thumbs up". If you think my response was biased let me know, I will work on it.

I am not sure what you mean by 'set'. I assume you mean portfolio allocation.

As a rule of thumb, the bond allocation in your portfolio should be equal to your age.

For example, if you are 27 years old, you should have 27% bonds and 73% equities.

If you are 75 years old, you should have 75% bonds and 25% equities.

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Luke Ho

06 Mar 2019

Founder and Director at CFX Money Maverick Pte Ltd

Asset allocation typically depends on your risk profile. While the below are good general guidelines...

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