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

Newsletters

Newsletter Q4 2022

Download the PDF Advisory Commentary Happy New Year Everyone! We hope that you had an enjoyable holiday season with family and friends. In an industry

Newsletters

Newsletter Q3 2022

Download the PDF Market Update Markets posted a strong rally in the first half of Q3 on the hopes that the US and Canadian Federal

Perfect Timing family wealth logo

Perfect Timing Financial Corporation

 © 2023. 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