Securities

Securities

How Do I Build a Diversified Portfolio?

  1. Make sure your investment mix (e.g., stocks, bonds, and short-term investments) is aligned to your investment time frame, financial needs, and comfort with volatility
  2. Create a target mix
  3. Keep on track with periodic checkups and rebalancing

If you don’t rebalance, a good run in stocks could leave your portfolio with a risk level that is inconsistent with your goal and strategy

Calixsan will be there to help you choose that mix and rebalance it periodically in order to achieve efficiency on your diversification strategy.

“Calixan Capital is here to advise you with the best course of action to be taken and help you achieve a better overall performance in your investments.”

Your Financial Portfolio. Diversified.

Calixsan Capital Management IAR (Investment Adviser Representatives) will help you plan your portfolio diversification.

Portfolio Diversification Solutions – We will advise and guide you to invest in different asset classes and in securities of many issuers in an attempt to reduce overall investment risk and to avoid damaging a portfolio’s performance by the poor performance of a single security, industry, or country.

How We Can Help

We will advise and guide you to invest in different asset classes and in securities of many issuers in an attempt to reduce overall investment risk and to avoid damaging a portfolio’s performance by the poor performance of a single security, industry, or country.

What You Get

Investments in each of these different asset categories do different things for you:

  • Stocks help your portfolio grow
  • Bonds bring in income
  • Real estate provides both a hedge against inflation and low ‘correlation’ to stocks, in other words, it may rise when stocks fall
  • International investments provide growth and help maintain buying power in an increasing globalized world
  • Cash gives you and your portfolio liquidity, security and stability

Questions?