7 Steps to a Better Portfolio

7 Steps to a Better Portfolio

7 Steps:

  1. Allocate across global capital markets
  2. Diversify broadly within markets
  3. Focus on higher expected returns
  4. Utilize financial science
  5. Manage strategy risk
  6. Manage investment choice risk
  7. Manage costs and taxes

7 Steps examines important investment variables that investors control to better manage the variables they don’t control.

7 Steps is an investment decision making framework to help investors be more accountable, build emotional resilience, encourage forward thinking, and instil confidence as they journey into the uncertain world of investing.