She's On The Money

Constructing Your Perfect Investment Portfolio

17 snips
Aug 8, 2023
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ADVICE

Balance Asset Classes for Stability

  • Aim for a portfolio that balances asset classes like cash, fixed interest, property, and shares.
  • Diversify to control risk while seeking stable returns.
INSIGHT

Women Prefer Stable Returns

  • Female investors prefer stable returns and tend to be more risk-averse than men.
  • Higher education often correlates with greater comfort in taking investment risks.
ADVICE

Bundle Investments to Cut Fees

  • Bundle smaller amounts to reduce trading fees when investing.
  • Higher trade amounts lower brokerage as a percentage of your investment, improving returns.
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