Defining your goals, comfort-level with risk, and investment time horizon can help you choose an investment strategy suited to you. Learn more here.
Whenever you review your personal investment portfolio you should have both your long- and short-term goals in mind. As you go through life, you’ll find that your goals are always changing or being modified to reflect your current planning situation—such as funding a child’s education, buying a new house, starting a business, or planning for an early retirement.
Personalizing a portfolio simply means that your choices for savings and investments will be based on specific criteria tailored to you and/or your family’s short- and/or long-term goals. You can develop a strategy that creates a feeling of comfort depending on your risk tolerance, time frame, and your objectives.