Broker Check


Spring Investment Strategy

| April 02, 2015

 “Diversify, diversify, diversify, never keep all your eggs in one basket, unless it’s Easter.”


Spring Investment Strategy

Spring is the season for cleaning, renewing, and refreshing.  Your investment portfolio may benefit from the same process.  Your investment garden tools are diversification and rebalancing.

First step to renewing your investment portfolio is to begin to ask yourself are my portfolios diversified What is diversification?  Diversification is a risk management strategy. To adequately diversify, it’s important to select securities that have a low correlation — that is, securities that don’t tend to track each other’s movements up and down. Securities with a high correlation may tend to fail together — defeating the purpose of diversification.
Source: Field Guide, 2014 

Next step is to ask yourself are my investments in alignment with my goals? After you review your investments you  may find you need to rebalance your account in order to stay on track with your goals. The rebalancing of  your investments will bring a portfolio that has deviated  away from the original asset allocation back into line.

Diversifying and/or rebalancing is essentially an act of cleaning, renewing, and refreshing for your investments.

 If you have questions on how your money is invested or would like more information on diversification, please call us to set up your appointment.

Looking out for your financial future,

Christina White,
Associate Wealth Advisor

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. The purchase of certain securities may be required to effect a rebalancing strategy.



Please click on the link below to view the latest LPL Financial Weekly Market Commentary that provides an overview of the past week's market events and insight into upcoming market events. This weekly publication is authored by Jeffrey Kleintop, CFA®, LPL Financial Chief Market Strategist.