{"id":986,"date":"2018-12-01T10:27:58","date_gmt":"2018-12-01T15:27:58","guid":{"rendered":"https:\/\/www.rixtrema.com\/blog\/?p=986"},"modified":"2018-12-03T08:25:32","modified_gmt":"2018-12-03T13:25:32","slug":"4-simple-tips-on-how-to-make-portfolio-diversification-easier","status":"publish","type":"post","link":"https:\/\/rixtrema.com\/blog\/4-simple-tips-on-how-to-make-portfolio-diversification-easier\/","title":{"rendered":"4 Simple Tips for Advisors on How to Make Portfolio Diversification Easier"},"content":{"rendered":"

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    \n
  1. Know your client:<\/strong>\u00a0Ask about risk aversion and financial goals. The portfolio diversification should be based on the risk aversion and financial goals of a client.<\/span><\/li>\n
  2. Know your funds:<\/strong> select the best suited funds for your client based on their risk\/return profile. Managing cost of the funds, tax status can play an important role in the diversification.<\/span><\/li>\n
  3. Spread your investments:<\/strong> Do not put all of your money into one security. Research different options (mutual funds, stocks, trusts and equities), and spread your wealth evenly.<\/span><\/li>\n
  4. Take index and bond funds into consideration:<\/strong> Adding index and fixed-income funds to the portfolio can bring some wonderful long-term diversification to it, as they\u2019re hedging your portfolio against volatility and uncertainty of the market.<\/span><\/li>\n<\/ol>\n

    Be sure to request your Portfolio Crash Test Demo below, which\u00a0will help you explain and manage portfolio risk for any prospect or client. It is the only platform for advisors that is also used by top institutions to manage their risks.<\/span><\/p>\n

    \"\"<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

    Know your client:\u00a0Ask about risk aversion and financial goals. The portfolio diversification should be based on the risk aversion and financial goals of a client. Know your funds: select the best suited funds for your client based on their risk\/return profile. Managing cost of the funds, tax status can play an important role in the… <\/p>\n

    <\/div>\n

    Read More<\/a><\/p>\n","protected":false},"author":3,"featured_media":987,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[37],"tags":[7,12,131,199,88],"class_list":["post-986","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technical-advice","tag-financial-advisor","tag-financial-advisors","tag-portfolio-construction","tag-portfolio-diversification","tag-portfoliocrashtest"],"jetpack_featured_media_url":"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2018\/06\/Implement-systems-that-result-in-employees-talking-with-customers-employees-talking-with-each-other.jpg","yoast_head":"\n4 Simple Tips for Advisors on How to Make Portfolio Diversification Easier<\/title>\n<link rel=\"canonical\" href=\"https:\/\/rixtrema.com\/blog\/4-simple-tips-on-how-to-make-portfolio-diversification-easier\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"4 Simple Tips for Advisors on How to Make Portfolio Diversification Easier\" \/>\n<meta property=\"og:description\" content=\"Know your client:\u00a0Ask about risk aversion and financial goals. The portfolio diversification should be based on the risk aversion and financial goals of a client. Know your funds: select the best suited funds for your client based on their risk\/return profile. Managing cost of the funds, tax status can play an important role in the... Read More\" \/>\n<meta property=\"og:url\" content=\"https:\/\/rixtrema.com\/blog\/4-simple-tips-on-how-to-make-portfolio-diversification-easier\/\" \/>\n<meta property=\"og:site_name\" content=\"RiXtrema.com\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/LarkspurRiXtrema\/\" \/>\n<meta property=\"article:published_time\" content=\"2018-12-01T15:27:58+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2018-12-03T13:25:32+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2018\/06\/Implement-systems-that-result-in-employees-talking-with-customers-employees-talking-with-each-other.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"750\" \/>\n\t<meta property=\"og:image:height\" content=\"400\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@RiXtrema\" \/>\n<meta name=\"twitter:site\" content=\"@RiXtrema\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\">\n\t<meta name=\"twitter:data1\" content=\"1 minute\">\n<!-- \/ Yoast SEO Premium plugin. -->","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/986","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/comments?post=986"}],"version-history":[{"count":4,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/986\/revisions"}],"predecessor-version":[{"id":2356,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/986\/revisions\/2356"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/media\/987"}],"wp:attachment":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/media?parent=986"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/categories?post=986"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/tags?post=986"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}