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Portfolio management

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21. Conclusion

The composition of a share portfolio says a lot about its owner. An outsider should be able to look at the holdings in it and see

The point is that different types of investors, with different goals, resources and aptitudes require very different types of investments. If you've put together your portfolio rationally, it will reflect your circumstances.

The purpose of this workshop is to drive home the lesson that in creating and managing a portfolio, do so rationally. Think about your objectives and how different asset classes meet them, think about risk and how to reduce it, think about diversification and the level you are comfortable with, and think about your weaknesses and strengths and how to work within them.

Investing with a high degree of self-awareness will not only bring you the best results but also preserve your peace of mind in what can be a fraught theatre of nerves.

You have now completed the course. To test your knowledge, take the Assessment test.

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