USE PASSIVE AND ACTIVE TO YOUR COMFORT LEVELS
- NO INTEREST IN INVESTING:
- Choose index funds
- Diversify globally & by asset class
- Include safe haven investments
e.g. Treasury bonds & Gold
- COMFORT LEVEL COMBINATION:
- Core position in broad global stock index fund or ETF
- Satellite positions in actively managed mutual funds
- Possible Specialties: Small Cap Value, High-growth Tech, Global bonds, Real Estate Investment Trusts
- TRADITIONAL CHOICE:
- Actively managed funds
- Global & asset class diversification