Advertisement
Anonymous
Should a typical person have less or one portfolio, and lump all of the money together?
4
Discussion (4)
Learn how to style your text
Reply
Save
Hariz Arthur Maloy
05 Apr 2020
Independent Financial Advisor at Promiseland Independent
You should have different portfolio allocations for different goals.
A 5 year goal should be allocated differently to a 30 year goal even if you're an aggressive or conservative investor.
A 5 year goal can't take the same risk and thus should be less exposed to equity while a 30 year goal is far enough for you to hold a 100% Equity portfolio.
Reply
Save
Pang Zhe Liang
05 Apr 2020
Lead of Research & Solutions at Havend Pte Ltd
Difficult to give you proper advice without knowing your portfolio and yourself in detail.
Generall...
Read 1 other comments with a Seedly account
You will also enjoy exclusive benefits and get access to members only features.
Sign up or login with an email here
Write your thoughts
Related Articles
Related Posts
Related Posts
Advertisement
Hi there, find mostly the things you should NOT do here:
https://seedly.sg/questions/what-is-your-genera...