• Skip to main content
  • Skip to primary sidebar
  • Skip to footer
Stumble Forward

Stumble Forward

Avoid Life's Financial Pitfalls

  • Blog
  • About
  • Contact
  • Resources

5 Tactics For Preserving Your Portfolio’s Value

November 14, 2017 by Christopher Leave a Comment

Source

You’ve made your money and invested it wisely; of course, you want to make sure that you keep it all intact! Indeed, that’s the bare minimum that you’re hoping for.

You’re trying to make money, here. But before you can begin thinking about the riches may or may not come your way, it’s important that your primary concern is to ensure that you don’t lose any of your cash.

Below, we take a look at six tactics for maintaining and protecting your portfolio.

 

Get Ready To Sell

Always beware one of the humankind’s most subtle traps: greed. When you invest your cash in stocks, you should prepare to sell those stocks once you’ve hit your intended profit target.

You will always be tempted to keep things a little bit longer to see if they increase even further in value, and may even recall some of the investors who sold shares in some of the world’s biggest companies before they came in for real.

But those stories are the exception, not the rule, and careful investment management means not taking these kinds of risks.

 

Invest in the Staples

Your portfolio needs to be diverse (more on that later) and should include a few of the ‘staples’, those things that have always been considered wise investments because of their security and the small increase in returns.

An example of these would be real estate, gold, and mutual funds. Top investment advisors recommended investing around 5-10% of your portfolio in gold; if you haven’t yet, review a gold directory to find dealers.

If you’re planning on investing in real estate, then make sure you’re taking the correct steps to ensure you’re buying a property that’ll give you a return on your investment, as it can very quickly go wrong when it comes to real estate!

 

Look Internationally

It’s worth remembering that your country might not be the best one for you to invest in. And with plenty of experts on hand to help you buy stocks in other countries, you’re able to add international markets to your portfolio easily.

It’s about following the money: if you can’t get a good deal in the United States, then take a look at other strong markets across the world that offer better yields.  

 

Keep Some Cash Behind

It’s a mistake to have your money wrapped up in just a few investments, but similarly, it’s a mistake to have all your money wrapped up in investments altogether, no matter how to spread they are.

In your portfolio, remember to keep some cash on hand. If the stock market were to have a hiccup as it has in the past (and certainly will again), your portfolio would still be in a healthy state.

Your cash won’t bring any return (and will eventually betray you), but on a small scale, it’s the safest way to protect your portfolio against the volatility of the stock market.

 

Diversify

And finally, we’ve said it before, and we’ll say it again: diversify. Having all your eggs in one basket is a dangerous game to play, no matter how good the eggs look!

Related

Filed Under: Investing

About Christopher

Chris is a personal finance blogger with Stumble Forward helping people avoid life's financial mistakes and live a higher quality financial life.

Reader Interactions

Leave a Reply

Your email address will not be published. Required fields are marked *

three × 1 =

Primary Sidebar

Get To Know Me

Hi, my name is Chris! I’m a personal finance and small business nerd.  Check out my blog where I share all of my favorite tips about saving money to running a small business.

As Seen On…

Top Articles

Categories

  • Business Opportunities
  • Business Tips
  • Careers
  • Consumer Advice
  • Credit
  • Credit Cards
  • Debt Managment
  • Education
  • Financial Independence
  • Food & Cooking
  • Health & Fitness
  • How To Guides
  • Identity Theft
  • Industrial
  • Insurance
  • Investing
  • Law
  • Lifestyle
  • Money Managment
  • Mortgages & Loans
  • Online Business
  • Pets
  • Product Reviews
  • Real Estate
  • Saving Money
  • Scams
  • Tech
  • Travel
  • Uncategorized

Footer

Brilliantly

SAFE!

stumbleforward.com

Content & Links

Verified by Sur.ly

2022
  • Blog
  • About
  • Contact
  • Resources

Legal Stuff – Yep We Got That Too

Privacy Policy
Disclaimer for Stumble Forward
FTC Disclosure

Copyright © 2023 · Magazine Pro on Genesis Framework · WordPress · Log in