InvestSMART Forum 2017 - Sydney

Actionable Ideas for Diversification

By InvestSMART · 8 Nov 2017

By InvestSMART ·
8 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 reduce the impact of any single asset's poor performance on your overall portfolio.

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

The InvestSMART Forum 2017 covered strategies such as identifying gaps in portfolios, utilizing exchange traded funds (ETFs) for exposure to hard-to-access asset classes, and incorporating smaller companies to enhance portfolio value.

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

ETFs can be beneficial as they provide exposure to a wide range of asset classes, including those that are harder to access. This can help diversify your portfolio and potentially improve its overall performance.

What role do smaller companies play in achieving investment goals?

Smaller companies can be a valuable addition to your portfolio as they often offer growth potential that larger companies may not. Including them can help achieve your financial goals by diversifying your investment and potentially increasing returns.

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

While the article does not detail the 5-step plan, it emphasizes the importance of staying the course with your investment strategy. This involves maintaining a diversified portfolio and being disciplined in your investment approach.

How can I identify gaps in my investment portfolio?

Identifying gaps involves analyzing your current investments to ensure they are well-diversified across different asset classes. Consulting with investment analysts or using tools provided by investment platforms like InvestSMART can help pinpoint areas for improvement.

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 by clicking the link provided in the article.

Who were the key speakers at the InvestSMART Forum 2017?

The key speakers included Ron Hodge, CEO of InvestSMART, Gaurav Sodhi, Deputy Head of Research, and Alex Hughes, CFA, Senior Analyst. They discussed various investment strategies and answered questions from attendees.