5    Your Portfolio: The Right Mix of Equities and Bonds

NOW THAT YOU better recognize the importance of effective risk management with equity investing today, it’s time to broaden our scope and take a comprehensive view of your retirement portfolio.

Putting together a complete retirement portfolio tailored for your future goes well beyond buying a series of equities and figuring you’re set for life. You need to ask yourself a few questions:

Where am I in my investment cycle?

How diversified are my holdings?

What is my risk tolerance?

Does my risk tolerance match my current holdings?

These are important questions to answer before you make any additional investments. They’re also a great launching point for you to incorporate the “New ROI” as ...

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