COMPETENT & DECISIVE
Today, with a staff and consulting complement of 40 and well settled in their building in Claremont, Private Client Holdings continue to strive to deliver the excellent service in tax, share portfolio management, estate administration, wills, trusts, unit trust investments, risk management and wealth management to which their clients have become accustomed.
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What do I invest in that will ensure that my wealth grows?
It is important to realize that ultimate success in the creation of wealth will follow a series of ups and downs. It is more important to avoid the full impact of the “downs” than participate in the full extent of the “ups”. Firstly, this strategy will produce more in the pot at the end of the day and secondly you will experience a ride that is far more comfortable.
Thus, it is of critical importance that your portfolio is diversified across all asset classes in a manner that is appropriate to the amount of risk that you are able or willing to take on. The asset allocation decision is absolutely fundamental to delivering the maximum returns relative to risk. Only once you have determined the appropriate portion of the portfolio that ought to be exposed to equities should you start worrying whether that equity mix is producing the best returns. Now this is the fun part of my job!!
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Date: Spring Posted by: Grant Alexander/Category: Advice Grant Alexander tells us what stocks are on his mind. R5 000? Satrix …
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