March 03, 2024

Luke on 2CC – Risk and your investment portfolio

18 minutes

Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired on Friday 1 March 2024 with Leon Delaney. This week’s show considers risk and your investment portfolio. The show encourages listeners to consider how risky is the portfolio they’re holding. Many people are often surprised about the risk they’re taking within their superannuation when they take a closer look. Risk is something you should give consideration to for investments both inside and outside of super. Thanks for joining us on 2CC or your favourite podcast streaming service.

Key topics covered include:

Risk and your investment portfolio

Have you taken a look at risk?

Why trying to time the market presents risk too

Consider diversification from at lease 3 perspectives: individual investments, sectors, and time (dollar cost averaging)

Be careful of investment portfolio names – balanced might not be balanced, look at the percentage of growth and defensive assets

The difference between growth and defensive investments

Why you need to invest according to your own risk tolerance

Luke shares his top tips around thinking about risk and your investments and super

https://www.envisionfinancial.com.au/wp-content/uploads/2024/03/The-Strategy-Stacker-Luke-Talks-Money-01032024.mp3

Also available on Apple Podcasts and Spotify – ‘The Strategy Stacker – Luke Talks Money’

Is it time to take a closer look at risk and your investments or super?

All investments carry risk. You can manage it through by selecting the right mix of defensive and growth assets that fit your own risk tolerance. Seek financial planning advice if you need help.

Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including investment, super and retirement. Make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your situation.

Luke will return to 2CC to talk about other ‘Money Matters’ soon. You can also catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.

We look forward to your company again and Luke’s book Smart Money Strategy is out now.

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By Luke Smith