Tips for organizing fund portfolios that you should know

Tips for organizing fund portfolios that you should know

Did you know that if we have a good fund portfolio? It will allow us to be able to stand in every condition, so in this article we would like to share with investors and people interested in fund portfolio management tips. With the following tricks:

- There is a separation of portfolio according to investment goals.

In investing, investors will have different goals according to the investment needs of each person, so we should clearly separate the investment portfolio according to the goals, for example:

People with short-term investment goals But it is important to invest high. Choose an investment portfolio that returns in the form of Fixed Income, whether it is a money market fund. Including short-term debt instruments, etc.

and those with long-term investment goals Choose a portfolio that focuses on securities.

- should not hold assets or a single industry

Reasons not to hold assets or a single industry Each type of asset does not always generate good returns, there will always be ups and downs and this is to prevent missing the uptrend of the asset.

- Assets with negative or zero correlation are added to the portfolio.

This is because we need the assets in the portfolio to not correlate or cross each other.

- See the value of the risk

Because most investors tend to look at the compensation rate before the ranking, but what should be looked at equally

is the value of the risk

- There must be a review and rebalance of investment portfolios every year.

The need to review and rebalance the investment portfolio every year is because of the instability of the return rate, volatility, Sharpe ratio, including the Correlation value, and it is also a review of the performance of the investment portfolio.

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