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Determining an Investment Goal
“It is most important to be honest to yourself. Each person’s situation is unique. Include all debts and assets. It is also easier to track whether you are saving and…
How to Diversify your Investment Portfolio between Different Asset Classes
“The main asset classes are Equity, Listed Property, Fixed Income, Money Market and Commodities,” said Relf Lumley Portfolio Manager at Capricorn Asset Management (CAM). Lumley explains that to understand the…
Understanding Investment Risk and How to Identify your Risk Profile
Did you know that risks in your investment portfolio can actually be reduced? “Risk profiling is an important factor to consider when talking about financial planning,” said Relf Lumley, Portfolio…