Portfolio Management

By now you should have a broad understanding of the different types of investments and have considered the appropriate investment structure for your situation.  The next important questions is 'How do I manage my portfolio?'

You can choose to manage your portfolio yourself or you can outsource your portfolio management to a professional.  Alternatively, you can choose to practise a mix of both.

Explore the following topics to learn more:

  • Portfolio design - this important step starts well before you make your first investment and considers investment objectives, investment instruments, asset alloctions, an investment plan and typical portfolios.
  • Portfolio analysis and review - looks at monitoring the performance of your portfolio, including the timing and 'how to' of reviews as well as practical ways to measure performance and rebalance your portfolio.
  • Record keeping - often this important aspect of investing is given a lower priority or overlooked.  Having accurate records makes it much easier to manage your portfolio effectively.
  • Taxation - knowing your tax obligations and keeping on top of the records needed to meet them plays an important part in making effective investment decisions and managing your portfolio.

Note:  A number of portfolio management pages are member only pages and don't appear in the public menu. 

Members, please log-in to view the portfolio management topics available. 

Non-members, to continue reading join the AIA.