Building a portfolio to weather any storm

If the first quarter of 2018 has taught us anything it’s the importance of diversification. Local and international share markets have been flung around by macro-economic events that are creating large fluctuations which are out of the control of the everyday investor.

The two main risks to equity markets right now are geo-political risks and Monetary Policy. The moves on Twitter, and in real life, by the U.S. President are impossible to predict. Protectionism, tariffs and embargoes are now a genuine threat to global trade and economic prosperity in general.

Combine the above with the U.S. Federal Reserve forecasting rate hikes of approximately 2% within the next 24 months, and equity markets in general are set for further turbulence.

Diversification acts as a natural hedge to this unpredictable and unavoidable volatility in equity markets. A diversified portfolio, in line with your investment goal and timeline, will help smooth out your returns and lower your overall volatility to decrease those sleepless nights.

This is why diversification is high on the agenda for our upcoming InvestSMART Forum.  Come along and meet the team including our CEO, Ron Hodge, and of course our analysts at Intelligent Investor and gain simple strategies to build a diversified investment portfolio to weather any storm. 

First cab off the rank is Gosford this coming Monday. Click here to see all the towns and cities we will be stopping in to on the way.

We don’t really know what to expect from these regional presentations and we’re hoping for a good crowd. The more people who turn up the more inspired we will be to keep up with them on an ongoing basis! Saying this, please feel free to invite along any friends, family or colleagues you think might be interested. The more the merrier.

We look forward to saying hello in person.