Portfolio management

Introduction| Course| Q&As | Recommended reading| Quiz |

Introduction

Context

It is vital to manage your investments as parts of a unified portfolio. This is the only way to achieve the balance and diversification you need to limit your risks to reasonable levels. You also have to learn how to run your portfolio in order to produce growth during the early stages of your investment career, and how to adjust your strategy to produce income in the later stages.

Prior knowledge required

You will need to understand what unit trusts, investment trusts and bonds are, and the broad distinction between growth and income investment.

Contents

1. First things first
2. Should you invest before paying off your mortgage?
3. Do you want growth or income?
4. Diversification: summary
5. Diversification: Safe custody
6. Diversification: asset allocation
7. Diversification: shares
8. Diversification: sectors
9. Diversification: countries
10. Balancing your portfolio
11. What should you hold where?
12. Tips for married couples
13. Lump sum or drip feed?
14. The role of cash
15. Rebalancing your portfolio
16. What to do with dividends
17. All about bonds
18. What to do if you inherit a portfolio
19. Benchmarking performance
20. Setting up a portfolio spreadsheet
21. Conclusion

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