Effectively Allocate Your Investments - Deepstash
How to Succeed at Investing

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How to Succeed at Investing

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Effectively Allocate Your Investments

  1. Set specific goals. The more specific you can be in outlining your exact goals, the better you can allocate your assets.
  2. Identify your risk profile. Just ask yourself this question: How squeamish do you feel about losing money in general?
  3. Choose the correct strategy. You want to choose the right strategy in order to achieve all of your financial goals — including goals in the short term and in the long term.
  4. Acknowledge your financial experience (or lack thereof). Can you make sound decisions that reflect your risk tolerance and goals? If not, you need to hire a fiduciary financial advisor to help you.

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Asset Allocation

Asset Allocation

It refers to implementing specific techniques to balance risk in a portfolio. You might divide assets into categories, such as bonds, stocks and real estate.

Each type of investment "behaves" differently, so any downturns in one asset may be overcome by the success of a...

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Investing Approaches

  • Loss avoidance: A capital preservation approach means you want to preserve the money you have in your portfolio and take little extra risk. If this is your position, it's important to remember that certain investments offer limited growth opportunities — they're low-risk, lo...

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Types of Asset Classes

  • Equities: Equities refer to shares of a company that you expect to rise due to capital gains or the generation of capital dividends. You can add many different types of equities to your portfolio to diversify it. A share of stock represents an equity interest in a company.

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I'm passionate about music and cooking. Also my dog is named after a superhero.

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