Callisto Wealth Management Ltd
Rainford Hall
Crank Road
Rainford
St Helens
WA11 7RP

Portfolio Implementation

Getting it right and staying right

When we put your portfolio together, we implement a systematic plan. Although the elements that make up your portfolio will depend on a variety of personal factors, the way we design it – and keep it on course – will always follow these fundamental principles.

Manage your emotions

Newspapers, websites, social media and the grapevine can all have a bearing on how you feel about your investments. Responding to the constant gossip and rumours by buying or selling investments can really harm your financial plans, so don’t be drawn into it. Ignore the media and stay focused on your goals.

Avoid market timing

The belief that you can make a killing on the markets by buying or selling at the right time has resulted in many more failures than it has successes. Over time, market returns are random, and the only way to get reliable results is to put a robust plan in place and stick to it.

 

Keep costs low

Low cost investments are key to a successful portfolio, as fees and charges are a real drag on investment returns. Across a diverse portfolio, these charges can really add up, and choosing low cost investments makes a significant difference.

Portfolio structure dominates

Some investments are riskier than others, and the mix of assets in your portfolio will depend on a range of factors such as age, aspirations and attitude to risk. Some risk is essential for growth, but it’s important that it’s at the right level for you.

Rebalancing

Over time your portfolio may drift off course from the mix of assets that was recommended. The idea behind rebalancing is that we periodically reset your portfolio back to the original split of investments. This ensures that your portfolio will consistently reflect the level of risk you are happy with.

Why not pop in for a coffee and a chat about your plans and your investments. We’ll review your portfolio with you and give you a second opinion. If we think it is well-suited to your long-term goals, we’ll happily tell you so. But if we think it isn’t working as well as it should, we’ll explain why. Give us an hour and we’ll show you how to get the best out of your life and your money.

Please feel free to get in touch - enquiries@callistowealth.co.uk or phone 01744 881 421 We would love to hear from you
Request A Callback

Life Planning

Learn how we help you to identify, create and maintain the lifestyle you want.

Learn More

Financial Planning

Discover how we use the technology that is transforming our profession.

Learn More

Investment Planning

All investment portfolios are not the same. Learn what makes ours different.

Learn More

Other Interesting Articles

The most comprehensive investment library anywhere

What are life and financial transitions?

Read Article

How do I get started?

Read Article

Which is best – financial advice or financial life planning

Read Article