Portfolio goals

What happened in the market last quarter? This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

Experienced investors know what makes a portfolio work. The keys to success are contained in a few timeless concepts that, if followed religiously, will lead to the best outcome. These five “reminders” will help you focus on the big picture and avoid the noise.

When talking with prospective clients about their portfolio, the answers I get to the question, “What is the goal for your portfolio?”, are often one of these four common statements:

Looking at your ability to take on risk is one thing, but the ability to accept loss is very different. Don’t get these confused. These two little words “risk” and “loss” are not interchangeable.

Risk is the potential for a loss.