Portfolio Analysis

There are three reasons why careful portfolio analysis is necessary

  1. Proper portfolio analysis is important for long-term financial success because each asset class within a portfolio comes with a different type of short and long term risk.
  2. To achieve an optimal portfolio asset allocation. Owning growth-oriented assets is essential to help offset the long-term risk of inflation, but the rewards of growth also involve the short-term risks of enduring market volatility and uncertainty.
  3. Analyzing your risk tolerance, personal income level, age and investing time horizon is key to achieving the desired long-term rate of return while at the same time minimizing short-term financial risks.

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Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

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