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How to build an investment portfolio? | Vanguard adviser and client education centre

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When you’re investing it’s important to focus on factors within your control. You can’t control the ups and downs of investment markets. But you can control how you invest your money. You should start by developing an investment plan to give yourself the best chance of success. A financial adviser can help you answer some key questions. • Why are you investing? • How long are you investing for? • Are your circumstances likely to change in the future? • How much investment risk are you prepared to take on? Once you’ve completed your investment plan you need to get your asset allocation right. How you allocate your money to each asset class is one of the most important decisions you’ll make. Then you need to decide how to invest your money. Should you invest within the tax-effective framework of superannuation or outside super with more control and access to your money? Should you invest directly in the markets or access a wider range of investments through a professionally managed fund. If you’re investing in a managed fund you need to decide how you’d like your money to be managed. A professional financial adviser can help you decide the right investment structure and asset allocation based on your individual needs. And of course, markets move up and down over time. This can move your portfolio away from your strategic asset allocation and change your risk/return profile. So you may need to rebalance your portfolio regularly to match your target asset allocation. And it’s not only investment markets that change. You’ll experience life changes as well. So when you make big decisions like starting a family, buying a new home or starting a new job, you’ll need to review your investment portfolio to make sure it still meets your needs. When you invest with Vanguard, you have more than 40 years of investing experience behind you. So no matter how you go about building your investment portfolio, you can feel confident that Vanguard funds are built on a rigorous investment philosophy that stands the test of time. To download Vanguard’s Plain Talk guide on building your investment portfolio visit our website: https://www.vanguardinvestments.com.au/adviser/adv/client-material/plaintalk.jsp Vanguard website https://www.vanguardinvestments.com.au/adviser/adv/home-page.html Follow us on LinkedIn https://www.linkedin.com/company/vanguard-australia/ Follow us on Twitter https://twitter.com/vanguard_au Subscribe to our YouTube channel https://www.youtube.com/channel/UCDMnfcZ6FA8BMDlZ8BLparw
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