BMO Nesbitt Burns - Financial Planning - Five Basic Principles of the LifeStages Approach to Investing


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LifeStages

Five Basic Principles of the LifeStages Approach to Investing

1.	Different stages of life require different investment strategies and different types of investments.
2.	Your financial and investment plans need to be flexible enough to anticipate and adapt to change
3.	A number of key elements common to all investment portfolios should determine the composition of your portfolio at any one time: Liquidity (How easily can my securities be bought or sold?) Time Horizon (How long do I have before retirement?) Safety of Principal (How safe are the investments in my portfolio?) Current Income (Do I need money from my portfolio at the present time?) Capital Growth (What percentage of my total portfolio is invested in growth-oriented securities?
4.	Strategic investing means balancing the components of your portfolio to suit a fundamental investment strategy that is designed for your ever-changing life situation.
5.	Your portfolio strategy establishes a foundation for investment tactics - principally the selection of individual investments.

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