Using the Portfolio Manager to identify new opportunities - 23 Aug

The Portfolio Manager™ is a free online tool that helps you optimize your investment portfolio by allowing you to add your assets, perform a Health Check™, and identify new opportunities to enhance your portfolio's value.

The Health Check™ feature in the Portfolio Manager™ provides an assessment of your portfolio's current status, helping you understand its strengths and areas for improvement to better align with your investment goals.

You can minimize risk and protect your investment portfolio by using the Portfolio Manager™ to ensure proper diversification and asset allocation, which are crucial for managing risk effectively.

Diversification is important because it spreads risk across different asset classes, reducing the impact of any single investment's poor performance on your overall portfolio.

InvestSMART’s SMAs are professionally managed investment accounts that offer a tailored approach to investing, providing you with the benefits of professional management and diversification.

The Portfolio Manager™ helps you identify new investment opportunities by analyzing your current portfolio and suggesting areas where you can add value or diversify further.

Yes, you can have your investment questions answered by joining sessions with InvestSMART's Product Specialists, who provide insights and guidance on using the Portfolio Manager™ and other investment tools.

You can find out more about InvestSMART's range of investment opportunities by visiting their website and exploring the various tools and resources they offer for everyday investors.