Build Your Portfolio

Build your portfolio for today and tomorrow. Increase your wealth while you’re working, with the end goal of enjoying your retirement. Once your portfolio has grown large enough, it will pay you to stay home.

To start the building process, do the following:

  • Build a portfolio to suit every situation.
  • Identify your asset mix and investor profile.
  • Understand why asset mix matters.
  • Choose your portfolio-building materials.
  • Take advantage of pre-built (balanced) funds, if you are a novice investor.
  • Incorporate diversification strategies for fixed income and/or equities.

Intimidated or just looking for ideas? Read the case studies for early-, mid-, and late-career investors and retirees. Select the one that best suits you and use it to fine-tune your own portfolio.