What’s Diversification got to do with it? Don't fall prey to one opportunity!

What’s Diversification got to do with it? We’re talking about why it’s important to diversify your investments. Different types of asset classes won’t all undergo the same types of fluctuations. Bonds could be up while stocks are down. In other words, don’t fall prey to one opportunity! Here’s how to make a balanced portfolio.

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You’ve heard the saying, “don’t put all your eggs in one basket”. Well, don’t be at the mercy of one asset class! Diversifying means reducing how market volatility will affect your portfolio.

A balanced portfolio will have:
- Cash on hand for buying opportunities that come up
- Canadian, American, International and Alternative equities
- Short-term and long-term bonds

Having a balance of assets in your portfolio helps to smooth out any market volatility that we will experience.

About iii Global Wealth

iii Global Wealth is committed to the highest level of professional education, and holds some of the most distinguished designations in the industry. As proud members of the National Bank Financial’s Wealth Management Team, we draw on more than a century of know-how and are backed by one of Canada's largest financial organizations. We have both the expertise and the resources to help our clients build and manage the assets they need to reach their goals. We also have a full suite of complementary financial products and services in order to meet a diversity of financial needs. Learn more: https://www.nbfwm.ca/advisor/iii-global-wealth.html

About Laurel Marie Hickey
CFP®, CIM®, FCSI® Wealth Advisor, Portfolio Manager

Laurel has over 30 years experience as a financial advisor, and has focused her wealth management skills over the years by obtaining her PM Portfolio Manager designation. She works very closely with clients across Canada, involving and engaging them in portfolio model solutions so that they can reach their goals and live an inspired life. Laurel currently acts as a Portfolio Manager with iii Global Wealth and National Bank Financial.

NOTE: National Bank Financial - Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF. NBF is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA). The particulars contained herein were obtained from sources we believe to be reliable but are not guaranteed by us and may be incomplete. The information contained herein has been prepared by Laurel Marie Hickey and Garth Bluekens, Portfolio Managers at NBF. The opinions expressed do not necessarily reflect those of NBF. The opinions, endorsements and recommendations expressed in my profile do not necessarily reflect those of National Bank Financial. This site and electronic communications will be monitored by National Bank Financial for compliance purposes.

"What’s blank got to do with it?” is a trademark of Laurel Marie Hickey, used under license.

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