facebookI am pretty new to investment, I set up a few investment portfolio based on my financial goals respectively. Was wondering if is that a proper way to do it? - Seedly

Anonymous

05 Apr 2020

βˆ™

SeedlyTV

I am pretty new to investment, I set up a few investment portfolio based on my financial goals respectively. Was wondering if is that a proper way to do it?

Should a typical person have less or one portfolio, and lump all of the money together?

SeedlyTV S2E01

Discussion (4)

What are your thoughts?

Learn how to style your text

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.

View 1 replies

Pang Zhe Liang

05 Apr 2020

Fee-Based Financial Advisory Manager at Financial Alliance Pte Ltd (IFA Firm)

Difficult to give you proper advice without knowing your portfolio and yourself in detail.

Generall...

Write your thoughts