Portfolio

Management
What is the relationship between risk and
reward?
Higher risk should mean higher reward
What is the relationship between a
portfolios diversity and risk?
Higher portfolio diversity means lower risk
Portfolio: Group of investments
Diversity: Investing in multiple, different
investments
Definitions
Lifecycles
Ages
Young adult 16 - 24
Young professional 25 - 40
Mid-to-Late career 40 - 60
Late career and retirement 65+
Investment Lifecycles
Accumulation: Building up a portfolio
Consolidation: Paying off debt
Spending: Spending savings
Gifting: Giving assets to others