Portfolio diversification strategy checklist

Portfolio diversification is a technique that can be used by investors to help mitigate risk and increase returns. By investing in a variety of asset classes, sectors, and geographical regions, investors can help to protect their portfolio from the effects of a single event. A diversification strategy can be implemented in a number of different ways, and there is no one-size-fits-all approach. However, there are a few key considerations that should be taken into account when looking to diversify a portfolio. 

  • (1) How will we monitor this investment?

  • (2) How much risk are we willing to take on with this investment?

  • (3) What is our overall portfolio diversification strategy?

  • (4) How does this investment fit into that strategy?

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