About the Video
In this video, we’ll be discussing how to create a balanced and diversified stock portfolio. We’ll be covering the importance of asset allocation and how to determine the right mix of stocks based on your investment goals, risk tolerance, and time horizon.
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โฌ๏ธ Timestamps:
0:00 โ Introduction
1:07 โ The 3 Levels of Risk Profile
3:28 โ Understanding Your Risk Capacity
6:11 โ Understanding Your Risk Tolerance
7:33 โ Risk Capacity vs Risk Tolerance
8:01 โ Asset Allocation Guide + Recommendations
Asset allocation involves dividing an investment portfolio among different asset categories, such as stocks, bonds, and cash. The process of determining which mix of assets to hold in your portfolio is a very personal one. The asset allocation that works best for you at any given point in your life will depend largely on your time horizon and your ability to tolerate risk.
When it comes to investing, risk and reward are easily mixed up. Youโve probably heard the phrase โno pain, no gainโ – those words come close to summing up the relationship between risk and reward. Donโt let anyone tell you otherwise. All investments involve some degree of risk. If you intend to purchase securities – such as stocks, bonds, or mutual funds – itโs important that you understand before you invest that you could lose some or all of your money.
The reward for taking on risk is the potential for a greater investment return. If you have a financial goal with a long time horizon, you are likely to make more money by carefully investing in asset categories with greater risk, like stocks or bonds, rather than restricting your investments to assets with less risk, like cash equivalents. On the other hand, investing solely in cash investments may be appropriate for short-term financial goals.
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Disclaimer: This content is provided by a paid Influencer of Interactive Brokers. Influencer is not employed by, partnered with, or otherwise affiliated with Interactive Brokers in any additional fashion. This content represents the opinions of Influencer, which are not necessarily shared by Interactive Brokers. The experiences of the Influencer may not be representative of other customers, and nothing within this content is a guarantee of future performance or success.
None of the information contained herein constitutes a recommendation, promotion, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Investment involves risks. Investors should obtain their own independent financial advice and understand the risks associated with investment products and services before making investment decisions. Risk disclosure statements can be found on the Interactive Brokers website.
Interactive Brokers is a FINRA registered broker and SIPC member, as well as a National Futures Association registered Futures Commission Merchant. Interactive Brokers provides execution and clearing services to its customers. For more information regarding Interactive Brokers or any Interactive Brokers products or services referred to in this video, please visit www.interactivebrokers.com.
