how to start investing

Share This Post

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

Educational

QROPS – UK Pension Transfers to Canada

Letter of Recommendation Download the PDF What is a QROPS? A QROPS is a qualified recognised overseas pension scheme.  The purpose of this scheme is

Newsletters

Newsletter Q1 2022

Download the PDF Advisor Commentary U.S., Canadian and global equities ended Q1 on a positive note, posting gains in March, but for the overall quarter,

Perfect Timing family wealth logo

Perfect Timing Financial Corporation

 © 2021. All rights reserved | Privacy | Disclaimer

Mutual Funds Offered Through

 Investia Financial Services Inc.

The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered. Privacy Policy.

Perfect Timing family wealth logo
Don’t have an account? Create Account