Personalised investing is an approach that assumes every person has a unique set of beliefs, desires, and circumstances that determine which investments are the best opportunities for them.
For example:
- The person who is passionate about the environment will not be interested in opportunities that involve fossil fuels, no matter how lucrative they might be.
- Because the person working in residential construction is already heavily exposed to the volatility of the real estate market, choosing to invest in property will mean both their income and investments are vulnerable to the same events
The more you can understand your unique position within the economy, your preferences, and your existing wealth, the better informed your investment decisions will be.
Because no two people live the same lives, the risks and returns associated with each investment opportunity have different consequences for each of us. For this reason, the more you can understand your unique position within the economy, your preferences, and your existing wealth, the better informed your investment decisions will be.
Perhaps your portfolio should be built from predominantly securities. Or property. Or maybe cryptocurrencies and commodities. It all depends. So, to give you the most comprehensive understanding of personalised investing and how it relates to you, we’ve organised the most common questions into a series of linked articles. They cover:
- How much should you invest?
- When should you invest?
- What is the best type of investment?
- How do you start investing?
Once you’ve developed an understanding of your preferences and circumstances, the best way to translate it into action is to build a personal investment strategy – the most important piece of any investor’s toolkit. You can learn how to build yours with our free email series, The Masterclass.
With that said, here’s article one: How much should I invest?
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