A beautifully diversified portfolio and why it matters (a reminder from March, 2020)

A question I receive from time to time is, “What do you mean when you use the term ‘beautifully diversified portfolio’?

Especially when the market is going down, how is a beautifully diversified portfolio different? How is it going to behave and why is this diversification good for me?

Why diversification?

In order to best answer this question on the topic of investments and crafting a beautifully diversified portfolio, I decided to record a brief 5-minute video to share my answer.

Enjoy this 5-minute video

I hope you enjoy! Please use this link to view the video clip via Loom.

Please let me know if this video strikes a nerve or you have other questions related to investment management and financial planning. I’d love to help be your thinking partner on this topic.

– Kaleb Paddock, CFP®

You can learn more about Ten Talents and Kaleb, a financial planner based in Parker, Colorado, here. Kaleb can be reached at (303) 961-4397 or kaleb@tentalentsfp.com.

Leave a Comment