how to start investing

Share This Post

Share on facebook
Share on linkedin
Share on twitter
Share on email

Investing can feel overwhelming sometimes, right? That’s why we compiled this list with ten tips to transform you into a successful investor.

  1. Start by selecting a qualified independent financial planner, preferably a referral from a trusted source. 
  2. Research professional investment managers, monitor their investment styles and learn about their personalities, with your planner’s guidance.
  3. Select planners and managers who have a vested interest in your investments and how they perform.
  4. Invest in concentrated portfolios with limited holdings
  5. Focus on businesses with strong cash flow and a consistent record of profitability
  6. Understand and diversify what your money is exposed to.
  7. Avoid making decisions based on an investment past performance.
  8. Consider carefully what commentators say who are compensated by media readership or by the size of their audience.
  9. Concentrate on what’s best for you and your family, not others. You are a unique individual, so invest that way.
  10. Review this list before making an investment decision. 

Subscribe To Our Newsletter

More To Explore

General

We’re Hiring: Financial Services Associate

Download the PDF Established in 1995, Perfect Timing Family Wealth is an independent boutique Wealth Management firm located in the Financial District of Toronto. Being

Newsletters

Newsletter Q4 2020

Download the PDF 2020: The year that was  This past year will long be remembered for the dramatic global impact of the COVID-19 pandemic, and the equally

Perfect Timing family wealth logo

Perfect Timing Financial Corporation

 © 2021. All rights reserved | Privacy | Disclaimer

Mutual Funds Provided Through

FundEX Investments Inc.