Portfolio management is the process of creating and maintaining a well-diversified collection of investments that align with an individual's financial goals and risk tolerance.
These include monitoring performances, setting goals, analyzing risk factors, and devising investment strategies.
There are four main portfolio management types:
- active,
- passive,
- discretionary, and
- non-discretionary.
A successful portfolio management process involves careful planning, execution, and feedback.
Investment strategies can assist investors in making an educated choice about an investment. The key strategies involved in portfolio management are
- asset allocation,
- diversification,
- rebalancing, and
- tax minimization.
Consider speaking with a financial advisor who can assist you in analyzing your investment needs and developing an investment plan, should you not be in a position to do so yourself.
https://www.financestrategists.com/financial-advisor/portfolio-management/#:~:text=There%20are%20four%20main%20portfolio,educated%20choice%20about%20an%20investment.
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