Investment Portfolios
As the golden rule of investing says, "Never put all your eggs in one basket." Since different investments perform in different ways at different times, most investment portfolios should be structured so that there is a mix of investment types. There should also be on-shore and off-shore investments. This is what is meant by a "diversified portfolio".
Investment portfolio design is very much like the design of anything else. The construction must must suit the use. Think about the difference between, for example, a high speed Porsche or Ferrari and a Sherman tank and you'll see what we mean. Every portfolio will be different because individuals are different.
Research over many years has shown that the return on an investment portoflio is more than 90% attributable to the way in the which the funds are split amongst the four main asset classes - cash, fixed interest, property and shares.
Broadbase will evaluate your existing investments to see whether your portfolio is correctly structured to achieve your objectives. If you have cash to invest we will custom design a portfolio for your individual requirements.