At My Wealth Solutions, we believe in helping everyday families grow and protect their wealth. That’s why our CARE Investment Philosophy is designed to work in the real world, where negative investor behaviour is the biggest risk to your investment portfolio.
CARE can be split into four unique aspects, or buckets, that work together to secure your financial future while ensuring you’ll never have to worry about your money.
Traditional investment theories are focused on where assets are allocated, with a minor emphasis on market timing and selection. The CARE Investment Philosophy, on the other hand, is made up of three key areas: investor behaviour makes up 50% of this; asset allocation 45% and timing and selection 5%.
CARE is designed from the ground-up to provide you with investment opportunities that will weather any fluctuation in the market.
Currently, there is over $1,005 million invested utilising the CARE Investment Philosophy, with individual portfolios varying from $60,000 to $15 million.
The CARE process has three main aims:
- To allow us to provide you with a straightforward way of understanding why you hold every investment in your portfolio.
- To give you the confidence that comes from knowing your portfolio should deliver the long term returns we need for you to reach and maintain your retirement goals.
- To work, and work well, in the real world where the biggest risk to your investment portfolio is investor mistakes, particularly when markets are at extreme highs or lows or periods of volatility.
And, as a bonus, it provides you with a cost effective way of managing your money.
In other words, you’ll never have to lie awake at night worrying about your investment portfolio again.