My Year End Investment Analysis And Review – 2022
Investment Review: Look at at investments and assets for the year 2022. How I did in my equity strategies and what my overall allocation looks like now.
Investment Review: Look at at investments and assets for the year 2022. How I did in my equity strategies and what my overall allocation looks like now.
When the markets are choppy, asset allocation works really well. Figure your risk appetite and build a strategy accordingly. Then stick to it over the long term.
Asking a stranger to recommend a stock is fraught with risk. Your investments are a reflection of your thought process and using someone else’s thinking will not lead to a good night’s sleep.
FIRE: Financial independence, Retire Early. This is a concept of saving aggressively in your early days so you can retire early. Your savings should be able to fund your lifestyle and you should not need to work for it anymore.
Are Balanced Advantage Funds (BAF) really what the advertisements tell you. Do they provide adequate capital protection with reasonable returns? Should a smart investor consider them at all.
Implement your long term personal finance plan using the basic 5 step process. Use this to build you plan step by step. Investment planning is the last step, implement all the other steps first for a comprehensive plan.
Asset Allocation is a required part of personal finance planning. It can be kept simple and useful or can be made needlessly complex.
An easy peasy financial independence plan. To help you get your FI plan in place to help you focus on the more important things in life.
One of the options while buying Term Insurance is ‘return of premium’. Is it worthwhile considering this option? Exploring the possibility in this post.