Retirement planning strategies require proper market exposure across regions. A balanced portfolio can provide returns comparable to concentrated investments while lowering market risk. Right Horizons helps investors build balanced portfolios suited to their requirements. Learning these principles helps investors manage their investments across global markets, supporting stability and potential returns.
The S&P 500 index shows a compound annual growth rate (CAGR) of 10.5% in dollar terms over the past decade, showing why global market exposure matters. Right Horizons recommends considering opportunities beyond local markets. By investing across regions, investors can access worldwide opportunities while reducing local market risks. This method works like spreading resources across multiple areas to maintain stability.
A properly structured portfolio typically includes stocks, bonds, and other investment types across multiple sectors and regions. Right Horizons offers financial planning based on individual client needs. Knowing your risk comfort level shapes investment choices that match your financial targets. This is similar to building a house – you need to know your requirements before selecting materials and design.
Portfolio allocation across countries requires research and analysis. Right Horizons studies various factors:
Investment opportunities vary by region, with each market offering different advantages. For example, US markets provide technology sector exposure, while emerging markets can offer manufacturing and consumption growth potential.
Creating a global portfolio requires careful planning. Right Horizons considers several factors:
Regular portfolio reviews help maintain target allocations. This process includes checking performance, rebalancing when needed, and adjusting to market changes.
Managing a global portfolio presents specific challenges:
Right Horizons helps address these issues through:
Building a portfolio with global exposure requires knowledge, planning, and ongoing management. Right Horizons provides the expertise and support needed to create and maintain such portfolios. Contact us to learn how we can help you develop an investment strategy suited to your goals.
Talk to us