A good investment plan requires knowledge and mastery of several proven theories and some practical tools.
One specific theory is that a prudent investment portfolio must accurately balance risk and return.
Gary is a specialist in creating the diversification which optimizes the “risk adjusted” performance of an investment portfolio.
Expected return is the weighted-average of the Expected returns of the portfolio components.
Portfolio risk is a function of the risk of each individual asset combined with the probability that the assets will move up and down together. This is known as correlation. It’s important!
Knowing the relationship between portfolio risk and the correlation between the individual components of a portfolio will enable smoother performance for any equivalent level of growth and risk.
Managing the cost of Portfolio management and seeking to make that cost tax deductible will enhance net investment performance. Measure your after-tax returns. Investment results paid out in tax, no longer compound on your behalf.
Retirement planning is becoming more challenging. Many employers no longer offer any pension benefits at all. An amazing retirement is within your grasp. Waiting jeopardizes your opportunity to truly enjoy it in your prime.
Everyone deserves their ideal retirement. What are you waiting for?
Privately managed accounts have traditionally been the domain of the affluent investor, but thanks to the integration of low cost ETFs (Exchage Traded Funds) and the latest in secure online browser technology, what was once an exclusive priviledge, has now become available to sensible and savvy savers and investors.
Wealthbar is one of Canada's pre-eminent Portfolio managers, who is able to engage with you (their clients) with a screen to screen web based platform.
You get all the benefits of Wealthbars exceptional performance track record, with none of the time delays, duplication of effort and excess paper.
Click here to get started with Gary appointed as your "valet" advisor with Wealthbar.