PORTFOLIO DIVERSIFICATION: Taking It To the Next Level
One of the most critical aspects to long-term financial success and peace-of-mind (in any market condition) is prudent diversification of an investor’s portfolio. We recommend investors leverage the following for proper diversification by investing in:
- Equity asset classes that include large cap, small cap, growth, value, and R.E.I.T. funds
- Equity asset classes across both U.S. and International, equally
- An emerging markets equity fund
- Fixed income asset classes that include short and intermediate term bond funds and also T.I.P.S.
- Low-cost passively managed ETF’s or Index Funds to minimize fees and maximize returns
There is a ‘new twist’ to this diversification process that can easily double or triple your wealth by retirement without having to take on greater investment risk or contribute additional savings. This ‘new twist’ is known as Diversification 2.0 and it takes portfolio diversification to a new unprecedented level.
Diversification 2.0 requires the diversification of some part of your portfolio across an additional “financial advisor” – and not just any financial advisor. Who is this one special advisor that can help you double or triple your wealth by retirement? YOU, as a Self Empowered or DIY 2.0 Investor. As your own most trusted financial advisor, you will:
- Ensure your best interests are always first and foremost
- Never create conflicts of interest that take advantage of you
- Guarantee your money is building wealth for YOU…not the financial services industry and those that work in it
- Utilize only proven academic based investment strategies that leverage mechanical logic to eliminate emotional decisions
- Never be charged an advisory fee
If you would like to start learning how you can leverage Diversification 2.0, we strongly encourage you join our Facebook Fan Page and begin enriching your investment knowledge. It doesn’t cost you a thing, you can learn at your pace, and it only requires you to exercise your power of choice.