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Historically, if we wanted to match or beat inflation risk over the long term we would have had to invest in equities. However, with equities, unless a fund offers a guarantee (and these can be costly), the individual’s capital certainly is at risk. (more…)
An investment portfolio is simply a collection of investment assets. Once the portfolio is established, it is updated or “rebalanced” by selling existing securities and using the proceeds to buy new securities, by investing additional funds to increase the overall size of the portfolio, or by selling securities to decrease the size of investment portfolio. (more…)