Is there a better way to build a portfolio?

Moon coming up over the houses of Parliament

Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below.

While this is not intended to be an exhaustive list, it will hopefully shed light on a few key principles, using data and reasoning, that may help improve your odds of investment success in the long run.

  1. What sort of competition do I face as an investor?
  2. What are my chances of picking an investment fund that survives and outperforms?
  3. If I choose a fund because of strong past performance, does that mean it will do well in the future?
  4. Do I have to outsmart the market to be a successful investor?
  5. Is there a better way to build a portfolio?
  6. Is international investing for me?
  7. Will making frequent changes to my portfolio help me achieve investment success?
  8. Can my emotions affect my investment decisions?
  9. Should I make changes to my portfolio based on what I’m hearing in the news?
  10. So, what should I be doing?

For our thoughts on these questions you can download the Dimensional Perspectives – Key Questions for the Long-Term Investor.

If you have any questions about this article or your portfolio, please call on 01825 76 33 66 or send us a message via the form below.