InvestSMART Forum 2017 - Melbourne

Actionable Ideas for Diversification

By InvestSMART · 1 Nov 2017

By InvestSMART ·
1 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 - Gaurav Sodhi, Deputy 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 sector underperforms.

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

The InvestSMART Forum 2017 highlighted strategies such as identifying gaps in portfolios that detract from overall health and using exchange traded funds (ETFs) to gain exposure to harder-to-access asset classes.

Who were the key speakers at the InvestSMART Forum 2017, and what topics did they cover?

Key speakers included Ron Hodge, CEO of InvestSMART, who discussed a 5-step plan to reach financial goals, and Gaurav Sodhi, Deputy Head of Research, who focused on adding value to portfolios. Alex Hughes, CFA, Senior Analyst, talked about the role of smaller companies in achieving investment goals.

How can smaller companies contribute to achieving my investment goals?

Smaller companies can play a significant role in achieving investment goals by offering growth opportunities that may not be available with larger, more established companies. They can add diversity and potential for higher returns to your portfolio.

What role do exchange traded funds (ETFs) play in portfolio diversification?

ETFs are a valuable tool for diversification as they allow investors to gain exposure to a wide range of asset classes, including those that are harder to access. This can help spread risk and improve the overall health of your investment portfolio.

What is the 5-step plan to reach financial goals discussed by Ron Hodge?

While the article does not detail the 5-step plan, Ron Hodge emphasized the importance of staying the course and having a structured approach to reaching financial goals, likely involving diversification and strategic investment choices.

How can I access the presentation slides from the InvestSMART Forum 2017?

You can download a copy of the presentation slides from the InvestSMART Forum 2017 by clicking on the link provided in the article.

What opportunities were available for attendees to engage with experts at the InvestSMART Forum 2017?

Attendees had the opportunity to engage with experts during a Q&A session, where they could ask specific questions to a panel of analysts and experts, gaining personalized insights into their investment queries.