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HOW TO CREATE A DIVERSIFIED EQUITY PORTFOLIO

Diversification is the battle cry for many financial planners and fund managers. When the market is booming, and the indexes are on their way up

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HOW TO CREATE A DIVERSIFIED EQUITY PORTFOLIO

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  1. How to create a diversified equity portfolio

  2. Introduction • Diversification is the battle cry for many financial planners and fund managers. When the market is booming, and the indexes are on their way up, it may seem foolish to be in anything but equities. • But, that’s what they say about investments, you can never be sure of what the market will do at any given moment. This is exactly why a well diversified portfolio is of utmost importance.

  3. Here are some diversification tips: 1) Spread the wealthEquities are wonderful, but it is important to remember that you must not put all your investment in one stock or one sector. Create your own portfolio by investing in a handful of trusted companies. It’s the best way to understand the companies that you are investing in and select a handful of companies that are well known.

  4. 2) Consider index or bond funds • You can also consider adding index funds or fixed income funds to the mix. It will give you a better diversification. • Investing in securities that track various indexes make a wonderful long term diversification investment for your portfolio. By adding fixed income solutions, your portfolio is further hedged against a volatile and uncertain market.

  5. 3) Keep building • It is all good idea to add to your investments on a regular basis. • Lump sum investment might sound like a good idea, but in reality, it’s always better to space them out and keep building a portfolio gradually.

  6. 4) Know when to get out • Stay current with your investment portfolio and always track the overall market conditions. Know what is happening to the companies you invest in. You’ll know exactly when to get out. • It is hence important to take a disciplined approach and use diversification as well as buy and hold and averaging strategies and you will realize that your investments are rewarding – even in the worst times!

  7. Dubai based leading investment companyKEFHoldings, providing services for investment in UAE and India.

  8. Contact Us KEF HOLDINGS #501, 5th Floor Precinct Building 5 Dubai InternationalFinancial Center (DIFC)P.O. Box 506765,Dubai – UAE+971 4 437 3000F: +971 4 421 427E: kef@kefholdings.com Website: www.kefholdings.com Follow us On:

  9. Thank You

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