“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 achieving the goals set out in investments,” said Relf Lumley Portfolio Manager at Capricorn Asset Management (CAM). Lumley gives advice on how an investor sets up invest goals. – He …
“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 risks involved one must understand the different asset classes to utilize within a diversified portfolio to optimize ones risk return profile. “Always take into account your goals and needs and …
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 Manager at Capricorn Asset Management (CAM). The Future Invest Show this week focusses on Understanding Investment Risk and how to identify your risk profile. Relf Lumley Portfolio manager at Capricorn …