InvestSMART Forum 2017 - Brisbane

Actionable Ideas for Diversification

By InvestSMART · 12 Nov 2017

By InvestSMART ·
12 Nov 2017

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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 focused on investment and diversification strategies. Our analyst team and CEO, Ron Hodge, explored where the gaps are in most investors' portfolios that detract from overall portfolio health. They also discussed 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.

Agenda

1. Staying the course is not easy - A 5 step plan to reach your goals - Ron Hodge, InvestSMART CEO;

2. Putting the value in your portfolio - James Carlisle, Head of Research;

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.

Click here to download a copy of the presentation slides from the day.

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Frequently Asked Questions about this Article…

Why is diversification important for my investment portfolio?

Diversification is crucial because it helps mitigate risk and enhances the potential to achieve your financial goals. By spreading investments across various asset classes, you can protect your portfolio from significant losses if one investment performs poorly.

What strategies were discussed at the InvestSMART Forum 2017 for improving portfolio diversification?

The InvestSMART Forum 2017 highlighted several strategies for improving portfolio diversification, including identifying gaps in portfolios, utilizing exchange traded funds (ETFs) for exposure to hard-to-access asset classes, and incorporating smaller companies to enhance growth potential.

How can exchange traded funds (ETFs) benefit my investment strategy?

ETFs can benefit your investment strategy by providing exposure to a wide range of asset classes, including those that are typically harder to access. This can help diversify your portfolio and reduce risk while potentially increasing returns.

What role do smaller companies play in achieving investment goals?

Smaller companies can play a significant role in achieving investment goals by offering growth opportunities that larger companies may not provide. Including them in your portfolio can enhance diversification and potentially lead to higher returns.

What was the focus of Ron Hodge's presentation at the InvestSMART Forum?

Ron Hodge, the CEO of InvestSMART, focused on a five-step plan to help investors stay the course and reach their financial goals. His presentation emphasized the importance of maintaining a disciplined investment strategy.

How can I identify gaps in my investment portfolio?

Identifying gaps in your investment portfolio involves analyzing your current asset allocation and comparing it to your financial goals. The InvestSMART Forum discussed how their analyst team can help pinpoint these gaps to improve overall portfolio health.

Can I access the presentation slides from the InvestSMART Forum 2017?

Yes, you can download a copy of the presentation slides from the InvestSMART Forum 2017 to gain further insights into the discussed investment strategies and diversification techniques.

What opportunities were available for attendees to engage with experts at the InvestSMART Forum?

Attendees at the InvestSMART Forum had the opportunity to engage with experts through a Q&A session, where they could ask specific questions to a panel of analysts and investment professionals.