The Music Lounge Wollongong Town Hall Crown Street & Kembla Street, Wollongong, NSW, 2500
Description
Actionable Ideas for Diversification
Setting financial goals and achieving them through diversification.
Is your portfolio diversified enough to manage risk and help you reach your financial goals?
Diversification is arguably one of the most important factors in helping mitigate risk in your portfolio and achieve your financial goals.
This year's InvestSMART Forum focuses on investment and diversification strategies. Our analyst team and CEO, Ron Hodge, will explore where the gaps are in most investors' portfolios that detract from overall portfolio health. They will also discuss some of the stocks in InvestSMART's investment portfolios, as well as a range of exchange traded funds (ETFs) that the team use to gain exposure in the harder-to-access asset classes.
Find out how your portfolio stacks up and hear from some of Australia’s leading analysts and financial experts.
Agenda
1. Staying the course is not easy - A 5 step plan to reach your goals - Ron Hodge, InvestSMART CEO;
2. International Investing: why you are underexposed and what you can do about it - Mitchell Sneddon, Analyst and Head of Portfolio Services;
3. Smaller companies can play a part in achieving your goals - Alex Hughes, CFA, Senior Analyst; and
4. Q&A: Ask your specific questions to our panel of analysts and experts.
Register today, seats are strictly limited.
Watch the highlights from the last InvestSMART Forum:
Map
The Music Lounge Wollongong Town Hall Crown Street & Kembla Street, Wollongong, NSW, 2500
Introduced by Canstar. Advice by InvestSMART.
Loading
Investing Made Simple
From finding the right portfolio to rebalancing your existing portfolio, we've got you covered.
Easy filters to find your investment portfolio
or get a more detailed Statement of Advice
Need help? 1300 880 160
Introduced by Canstar. Advice by InvestSMART.
Loading
Building the right Investment PlanFinding the right portfolio
3 easy steps
1
Set Financial Goal
Understanding your time horizon
2
Portfolio HealthCheck
Answer some simple questions
3
Get Investment Plan
Find the right portfolio for you
Please check the following:
{{x}}
Looks you are already a member. Please enter your password to proceed
Introduced by Canstar. Advice by InvestSMART.
Understanding your time horizonAnswer some simple questionsFind the right portfolio for you
Loading portfolios
Time is the most critical aspect of investing. Before continuing you need to consider what is your investment goal and how long before you wish to achieve it.
The shorter your timeframe the more conservative you should be with your investments.
The longer your time horizon the better your portfolio is able to weather the short term ups and downs and reap the rewards of generally higher markets returns long term.
Disclaimer
Information you provide will help filter our investment solutions so that we can provide general advice on which product may be appropriate. This is not personal specific advice and you should consider if the investment solution is appropriate for your personal objectives, financial situation and needs.