Skip to main
Nadia Vanderhall
@nvknows
We are in the middle of #bearmarket and #fomc (gave insight on this here: https://bit.ly/3NTZFeR) talk — one thing that I did want to talk about was why portfolio diversification is so important. So WTFinance is that?! The key focus is diversification. What that is having your portfolio balanced by spreading (picking/purchasing) assets — like stocks, bonds and now crypto, so that your exposure to any one type of asset is limited. To bring it more narrow — it can be within sector. Like Energy, EV, Consumer, Tech, etc. If you find yourself bullish (meaning — loving it, all in) on it, it’s fine. Just make sure to add some other sectors…maybe via ETFs, Index Funds, etc. No 2 portfolios are alike. But the diversification mix that you have when you start investing will not be the same as you grow through your investing journey. You’re growing and knowing as your risk tolerance and research develops your strategy. I’m not going to go into the ratio of 60/40, because the traditional theories of investing are becoming a bit board. But what I’m going to do is have you look within your portfolio — on Public to make sure that you’re balancing your portfolio with holdings. For instance — with research, a couple years ago I noticed that one of my portfolios was a bit unbalance due to me having a bit more Consumer Retail stocks. This is called rebalancing. But certain brokerages do this this automatically. Also, this will help during market shift — like the Bear Market we’re in. Oh, this can be for individual stocks. Add some ETFs to the mix as you learn how they work. They will help buffer your hits when things happen. Use the Bull [Market] to build for the Bear [Market]. Bear Markets tend to happen every 8 years. It’s completely normal to feel antsy about the stock/crypto markets, just investing in general. Need insight? https://bit.ly/3MSvfsf Take this time to learn and leverage. Ask questions. Listen to YouTube. Look at your holdings and watchlist. But keep your mindset focused. #longterm #focused #investorsinsight
0
0
Own your future.
Build your portfolio.

Own your future.
Build your portfolio.

Invest in stocks, ETFs and crypto. Sign up now to claim free stock on us. Start investing today.
Sign up
Products
Contact Us
Check the background of this firm on FINRA’s BrokerCheck.

© Copyright 2022 Public Holdings, Inc. All Rights Reserved.

Market data powered by Xignite.

Brokerage services for US-listed, registered securities are offered to self-directed customers by Open to the Public Investing, Inc. (“Open to the Public Investing”), a registered broker-dealer and member of FINRA & SIPC. Additional information about your broker can be found by clicking here. Open to Public Investing is a wholly-owned subsidiary of Public Holdings, Inc. (“Public Holdings”). This is not an offer, solicitation of an offer, or advice to buy or sell securities or open a brokerage account in any jurisdiction where Open to the Public Investing is not registered. Securities products offered by Open to the Public Investing are not FDIC insured. Apex Clearing Corporation, our clearing firm, has additional insurance coverage in excess of the regular SIPC limits. Additional information can be found here

Brokerage services for alternative assets available on Public are offered by Dalmore Group, LLC (“Dalmore”), member of FINRA & SIPC. “Alternative assets,” as the term is used at Public, are equity securities that have been issued pursuant to Regulation A of the Securities Act of 1933 (as amended) (“Regulation A”). This content is not investment advice. These investments are speculative, involve substantial risks (including illiquidity and loss of principal), and are not FDIC or SIPC insured. Alternative Assets purchased on the Public platform are not held in an Open to the Public Investing brokerage account and are self-custodied by the purchaser. The issuers of these securities may be an affiliate of Public, and Public (or an affiliate) may earn fees when you purchase or sell Alternative Assets. For more information on risks and conflicts of interest, see these disclosures. An affiliate of Public may be “testing the waters” and considering making an offering of securities under Tier 2 of Regulation A. No money or other consideration is being solicited and, if sent in response, will not be accepted. No offer to buy securities can be accepted, and no part of the purchase price can be received, until an offering statement filed with the SEC has been qualified by the SEC. Any such offer may be withdrawn or revoked, without obligation or commitment of any kind, at any time before notice of acceptance given after the date of qualification by the SEC or as stated in the offering materials relating to an investment opportunity, as applicable. An indication of interest to purchase securities involves no obligation or commitment of any kind.

Cryptocurrency execution and custody services are provided by Apex Crypto LLC (NMLS ID 1828849) through a software licensing agreement between Apex Crypto LLC and Public Crypto LLC. Apex Crypto is not a registered broker-dealer or a member of SIPC or FINRA. Cryptocurrencies are not securities and are not FDIC or SIPC insured. Apex Crypto is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Please ensure that you fully understand the risks involved before trading: Legal Disclosures, Apex Crypto.

Dalmore and Apex Crypto, LLC are not affiliated with any of the Public Holdings subsidiaries. Commission-free trading of stocks and ETFs refers to $0 commissions for Open to the Public Investing self-directed individual cash brokerage accounts that trade the U.S.-listed, registered securities electronically during the Regular Trading Hours. Keep in mind that other fees such as regulatory fees, Premium subscription fees, commissions on trades during extended trading hours, wire transfer fees, and paper statement fees may apply to your brokerage account. Please see Open to the Public Investing’s Fee Schedule to learn more.

Fractional shares are illiquid outside of Public and not transferable. For a complete explanation of conditions, restrictions and limitations associated with fractional shares, see our Fractional Share Disclosure to learn more.

All investments involve the risk of loss and the past performance of a security or a financial product does not guarantee future results or returns.