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Getting asset allocation and portfolio construction right

From risk appetite to time horizon, there are lots of things to consider when setting up a portfolio
March 7, 2022

There’s no one correct way to set up an investment portfolio but there are several pitfalls to avoid so you don’t leave yourself over exposed, or with little chance of achieving desirable returns. To help us adopt the Charlie Munger approach of not doing anything stupid, Sam Dickens, portfolio manager at IG tells the IC’s Mary McDougall how you can construct and monitor a robust portfolio. 

They discuss how to assess your risk tolerance, what level of diversification is optimal and what asset allocation might look like for someone investing for the long term. 

This podcast is sponsored by IG.

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