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Investment portfolio

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Reshi Sharma

Clarify your current financial situation and future needs to determine an appropriate investment strategy. Consider your risk tolerance and time horizon to decide between conservative and aggressive asset allocations. Choose individual stocks, bonds, mutual funds, and exchange-traded funds to fulfill your target asset allocation and pursue wealth creation through diversified investments.

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RESHI SHARMA INVESTMENT PORTFOLIO
DREAM ABOUT YOUR LIFE CREAT STRATEGY TO SAVE FOLLOW KEY TO DIVERSIFIED GET RICH BY YOUR INVESTMENT
Clarify Current situation. Future needs for capital and risk tolerance. For example : the young person who won't have to depend on his or her investments for income can afford to take greater risks in the quest for high returns. On the other hand, the person nearing retirement needs to focus on protecting his or her assets and drawing income from these assets in a tax-efficient manner. DETERMINE THE APPROPRIATE ASSET ALLOCATION
CONSERVATIVE VS. AGGRESSIVE INVESTORS
STOCK PICKINGS BOND PICKING MUTUAL FUNDS EXCHANGE TRADED FUNDS CHOOSE THE ASSETS AND SECURITIES TO FULFILL ASSET

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Investment portfolio

  • 2. DREAM ABOUT YOUR LIFE CREAT STRATEGY TO SAVE FOLLOW KEY TO DIVERSIFIED GET RICH BY YOUR INVESTMENT
  • 3. Clarify Current situation. Future needs for capital and risk tolerance. For example : the young person who won't have to depend on his or her investments for income can afford to take greater risks in the quest for high returns. On the other hand, the person nearing retirement needs to focus on protecting his or her assets and drawing income from these assets in a tax-efficient manner. DETERMINE THE APPROPRIATE ASSET ALLOCATION
  • 5. STOCK PICKINGS BOND PICKING MUTUAL FUNDS EXCHANGE TRADED FUNDS CHOOSE THE ASSETS AND SECURITIES TO FULFILL ASSET