Category Archives: Wealth Management

Advice and general posts on all matters of Wealth Management

The Benefits of Diversification

For the individual investor, the best approach remains diversifying across many countries and asset classes, remaining focused on your own goals and, most of all, listening to your chosen adviser, who understands your situation best.

It is generally accepted that diversification is a good thing for investors. One reason is that holding many different assets reduces the volatility (or variability of returns) of your portfolio; when one asset performs badly another may perform better. Another reason is that it can increase the probability that a portfolio will outperform the market.

Book Review – ‘The Index Revolution: Why Investors Should Join It Now’

Book Review – ‘The Index Revolution: Why Investors Should Join It Now’

Two of my favourite investment commentators, Charles D. Ellis (Author) and Burton G. Malkiel (Foreword), add yet more weight to Wealthflow’s long-held belief that the academic evidence-based approach to investing creates a more worthwhile portfolio.