4 portfolio management tips for younger investors

Swagatalakshmi Roychowdhury

Determine your investment goals

Planning is step one to building up a portfolio. What are your short-term, medium-term and long-term goals? Are you planning to save up for a house or a business?

Determine your investment goals | Pinterest

Evaluate your risk tolerance

Are you okay to risk more and earn more "reward" or do you prefer a slow, steady portfolio growth? This helps decide your asset allocation. Besides your ability to take on risks, risk tolerance is also related to your age, time horizon, income and financial situation.

Evaluate your risk tolerance | Pinterest

Select assets from different asset classes and industries

You need to diversify your portfolio, aka, keep eggs in multiple baskets. Generally speaking, an aggressive risk tolerance will feature a greater allocation to stocks, while a more conservative portfolio will hold relatively more bonds and cash.

Select assets from different asset classes and industries | Pinterest

Monitor your portfolio periodically

It is important to check up on your portfolio every once in a while, to ensure that you're not incurring more losses than gains. Moreover, if your circumstances change, it might help to realign your portfolio assets based on your existing needs.

Monitor your portfolio periodically | Pinterest
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