Lesson type: Understanding diversification

How are you protecting your portfolio?

Are you looking to maximise returns or minimise risk? As you approach retirement, securing a stable income stream becomes the end goal for many investors. Bonds have traditionally provided a solution, offering diversification and income irrespective of economic conditions. However, as Perpetual Investments highlights, with a broader array of actively managed products available to investors, fixed payment structures could now be a liability. Read the full story here.

The opinions expressed in this content are those of the author shown, and do not necessarily represent those of No More Practice Education Pty Ltd or its related entities. All content is intended for a professional financial adviser audience only and does not constitute financial advice. To view our full terms and conditions, click here.

Related lessons

Lesson type: Think like an investor

Data: the next major commodity

Jeremy Anagnos

Mobile data usage will rise to 701,000 petabytes by 2021 - up from 43,000 in 2015. As the world becomes increasingly reliant on the internet, companie...

View Lesson >

Lesson type: Think like an investor

Why are fewer people setting up SMSFs?

Alex Burke

The rate of people starting new self-managed super funds has fallen to a 10-year low, according to recent research – whether you already have one or...

View Lesson >

Lesson type: Understanding investment philosophy

Demystifying listed investment companies

Alex Burke

Listed investment companies (LICs) now represent about $40 billion of money on the ASX, and they're becoming an increasingly popular alternative to ma...

View Lesson >

Lesson type: Think like an investor

Are you underestimating the cost of retirement?

Alex Burke

Based on new research, people worldwide expect to spend around 34% of their retirement income on basic living expenses - in reality, they'll require c...

View Lesson >


Get the latest lessons

Enter your email address to subscribe to our Investment Series newsletter and we’ll let you know when new content goes live.

Please enter a valid email address.

Almost there!

Thank you for registering your interest in Lessons. . We’ll email you the latest content as it goes live. To complete the subscription process, click on the subscribe button below. An email will then be sent to you outlining steps to finalise your subscription.

We’re committed to helping you get the investment knowledge you want, so let us know what you’d love to see more of:

  • TV Show
  • Wealth Stories
  • Experts
  • All of the above

I have read and agree to the terms, privacy policy and financial services guide.