Assembling a Portfolio

Last updated: April 13, 2016

Key Decisions and Considerations

The most important decision you’ll make as an investor isn’t which fund to buy. More vital to your long-term financial success is how you split money among different types of assets.

  • This asset selection will have the most effect on the two things you want to control most in your portfolio: the potential return and the level of volatility.

A smart, well-diversified portfolio can get you both a good return and low volatility. It’s the financial equivalent of having your cake and eating it, too.

Here are some keys to assembling a solid portfolio:

  1. Your Personal Goals

  2. Diversification

  3. Rebalancing

*The information on this page is credited to IPT and Kiplinger. Their original materials are made available on the Kansas Securities Commissioner's website.