We use cash inflows and outflows to make portfolio rebalancing more cost efficient. Periodic rebalancing is necessary to keep portfolio in line with the asset allocation designed for the objective. Rebalancing helps to control portfolio risks; lack of rebalancing allows the high-return (and usually high-risk) assets to grow and results in higher portfolio risk.
Periodic rebalancing is necessary to keep portfolio in line with the asset allocation designed for the objective.
We are investors, not speculators. We believe in building your wealth over time, using savings and discipline. Speculation on hot tips involves luck rather than skill and is not something we offer clients. Investing can provoke strong emotions, especially fear.
In the face of market turmoil, some investors may find themselves making impulsive decisions or, conversely, becoming paralysed, unable to implement an investment strategy or to rebalance a portfolio as needed.
Spontaneous departures from your asset allocation strategy, either to outguess the market or to chase winners, rarely pay and can be very costly. Discipline and perspective are the qualities that can help investors remain committed to their long-term investment programs through periods of market uncertainty.
Simply contributing more money toward an investment goal on a regular basis, harnessing the power of compounding returns over time, can be an extremely successful investment strategy.
Staying in the investment course is key. While it is possible for a market-timing strategy to add value from time to time, on average these strategies have not produced returns in excess of market benchmarks.
I am grateful for his care and professionalism. Knowing that my superannuation and investment portfolio is continually under
his watchful eye has removed the stress and allowed me get on with work and life, which is worth a great deal to me.
Debbie. S Dee Why