Portfolio Tips

So you want to make sure that your investments are performing as well as they can? This collection of short articles makes you aware of the issues relevant to building a successful portfolio. Trust us - you shouldn't just leave it to the professionals!

Clients who wish to view their portfolios and performance logon here

Introductory Topics

What is portfolio investment?
How much do I need?
Being realistic about prospective returns.
Being realistic about fees.
What are the portfolio skills we all must have?
Professional advisors - their role, the best type of remuneration arrangement.
Evaluating an investment advisory service.

Issues of allocation

Gearing portfolios.
Overseas vs. New Zealand investment - stocks and fixed interest.
Asset allocation ranges, New Zealand investors, earning and retired.
Index vs. stock-picking styles.
Core/satellite portfolio investment style.
Investment versus unit trusts.