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, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.