Investment Diversification: Strategy or Buzzword?

In this week’s edition of Monday Money, we want to cover the topic of investment diversification. It has become quite common in advertisements, discussions over portfolio strategy, and more to use this terminology…but what does it actually mean?

Today we want to give you a simple understanding and get to the reason why diversification in your portfolio is important. If you are someone who invests money yourself, it is crucial to understand. If you are someone who does not invest money yourself, it is still important because at the end of the day, it’s your money and you need to understand what it is doing and why unless your future might look different than you expect it to.

Summary:
1. Maintaining a non-correlated portfolio is important for helping manage risk.
2. Your level of risk could be hurting your portfolio performance by way of interrupting your compounding interest.
3. Keeping a tighter “window” or “frame” on your investment performance could allow you to more accurately plan for your future retirement, educational funding, business planning, etc.

If you would like to meet one on one with Chapwood Investments, give us a call or reach out via our website today. We'd be happy to share more with you!

➡️ About Chapwood Investments ⬅️

Since it was formed in 2005, Chapwood Investments has helped countless high-net-worth clients bring clarity and understanding to their portfolio management by targeting specific rates of return to meet their long-term needs.

Managing Partners Ed Butowsky and Kim Sams founded the firm after lengthy careers in the investment industry. Ed has been featured on several networks including Fox News, CNBC, ABC, ESPN, and more. He is viewed as a trusted advisor to serial entrepreneurs, successful business owners, and professional athletes.

Chapwood Investments was formed for one simple reason: To help clients understand and give perspective and knowledge of what they already have in their portfolios.

Most clients have no idea what it is that they own and what they should expect from what they own. So, Chapwood Investments was built to give people that knowledge. For more information, visit https://chapwoodinvestments.com/

➡️ Questions for Ed Butowsky or Chapwood Investments? ⬅️

If you have any comments or recommendations for subject matters on future videos you would like to see covered, please share them at ed@chapwoodinvestments.com or for Jordan McFarland at jordan@chapwoodinvestments.com.

➡️ Looking for more information? ⬅️

Consider adding Ed's book, Wealth Mismanagement, to your collection. It is available on Amazon and Barnes & Noble. Visit https://edbutowskybook.com/ for more information.

And be sure to subscribe to the channel and visit us at ChapwoodInvestments.com for more investment and wealth management news and information.

➡️ Want to Connect? ⬅️

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Chapwood Investments, LLC is an SEC Registered Investment Advisory Firm (SEC.gov). No mention, opinion, or omission of a particular security, index, derivative, or other instrument in this webcast or video constitutes an opinion on suitability of any security. The information and data in this video were obtained from sources deemed reliable. Their accuracy and completeness are not guaranteed. At any given time, principals at Chapwood Investments, LLC may or may not have a financial interest in any or all of the securities or instruments discussed in this webcast or video. The guests appearing on videos do not receive compensation or provide endorsements or testimonials. Past performance is not indicative of any future results.