You should now be in a position to understand the number one rule of investing is to not lose money
The aim is to get you to a position where you can balance your portfolio based on your risk appetite
You can now look at your current situation, your incomings and outgoing and have a system to start investing in the asset classes appropriate to your needs
Before we move onto the next stage I want you to go through this quiz and check that you have understood everything.
If not, feel free to go back over anything where you need a bit of a refresher
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It’s been 12 months and you’re ready to rebalance the portfolio. You were pretty simple last time and just bought 50% Funds and 50% Bonds. When you review, it looks like Funds have doubled in price, and Bonds have stayed the same. What does your asset allocation now look like?
You are trying to come up with the right asset allocation for your personal circumstances. You’ve made a good start, but you want to add more risk to the portfolio. Do you add in 20% of…