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A Question Of Balance: How Reviewing Your Investments Can Dramatically Boost Your Returns


When it comes to investing, building a balanced, diversified portfolio is of the utmost importance. You don’t want to find yourself over-exposed in one area - no investor wants to put all of their eggs in one basket, after all.

But getting the portfolio right at the beginning is just the first step. For too many of us, we then leave the investments alone, believing that the balance that we have painstakingly built on day one will be enough for the long run.

However, by reviewing and tweaking that portfolio, ensuring that it remains as balanced as it was at the outset, we can significantly improve our returns.

Balanced today, unbalanced tomorrow

What looks like a balanced portfolio today can easily look rather lopsided in twelve months time. Over the course of a year, the market value of each element within your portfolio can - and probably will - change. In turn, this adjusts the weighting of the different asset classes within that portfolio.

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Julian Schubach is an Investment Advisor Representative of Nosuris, Inc., a New York State Registered Investment Advisory. Investment Advisory Services are offered through Nosuris, Inc., a NYS Registered Investment Advisory. Please visit www.Nosuris.com for additional disclosures. Check the background of this firm on FINRA’s BrokerCheck.

©2016 by Julian Schubach