Important Rules for Building an Investment Portfolio to Keep in Mind

North Fort Myers Online

It can be a complex thing in this modern age to build an investment portfolio that is fully balanced and which will serve you well in your work and home life. Learning how to do this complicated process, though, can be frustrating and confusing. Here are some important rules for building an investment portfolio?

Important Rules for Building an Investment Portfolio : Understand Your Risk Tolerance

In order to know what you will need in the future, you need to know how quickly you need your investments to grow now. This means you need to know your risk tolerance. If you need a quick return, your financial advisor will insist upon a more risky investment, which has a greater chance of higher return. Likewise, if you need only a gradual increase in your investment before retirement, you can use a less risky option that will grow over a longer period of time. According to the U.S. Securities and Exchange Commission, there are assessment calculators which can give you a better understanding of what kinds of investment is correct for your personal needs.

Separate Your Business and Personal Assets

According to Freeman Lovell, an LLC helps separate your business assets from your personal assets. This is crucial when running your own small business. In case of emergency, your business assets might be depleted, but your personal assets will be protected in such instances. You want to be able to protect and grow your business, and at the same time to protect your personal assets and family. Having a Limited Liability corporation can help you to be able to be certain of that fiscal division.

Important Rules for Building an Investment Portfolio : Pay Off Debt

Every entrepreneur at some point incurs debt, and most likely in this age, this means credit card debt. Especially while establishing your business, this might be crucial. However, according to The Balance, it’s important to recognize that carrying high-interest credit card debt will eventually cripple your capabilities. It’s important to pay off your debt as quickly as possible. There are many techniques which can be used to pay down debt, including the snowball technique. Knowing that you have less debt will help you to feel more secure as well.

 

Building a diverse and secure investment portfolio will help you, both in business and in life itself. Knowing you have provided for your family creates a sense of security for the future. Likewise, knowing you’ve provided for your business will help you to know your team is also provided for, and your legacy secure.


Read this next:
3 Steps to Becoming a Great Real Estate Broker

 Steelbridge Realty LLC  is a Licensed Real Estate Brokerage that utilizes cutting-edge marketing techniques and data-driven Real Estate solutions in today’s ever-changing environment. Our group of professionals have decades of experience and have navigated through many business cycles. Our diverse background gives us the tools to guide people towards successful decisions.

 



New Listing - 5 hours online
$87,000
Land For Sale
Active
0.674
ACRES
LEE
COUNTY
1180 Palm Ave
North Fort Myers, FL 33903
North Fort Myers Subdivision
$750,000
Commercial For Sale
Active
0.4677
ACRES
LEE
COUNTY
1517 N Tamiami Trl
North Fort Myers, FL 33903
 
$39,700
Land For Sale
Active
0.321
ACRES
LEE
COUNTY
184 E Mariana Ave
North Fort Myers, FL 33917
North Fort Myers Subdivision
New Listing - 5 hours online
$39,700
Land For Sale
Active
0.24
ACRES
LEE
COUNTY
1299 Old Bridge Rd
North Fort Myers, FL 33917
North Fort Myers Subdivision
$230,000
Single Family Home For Sale
Pending With Contingencies
3
BEDS
2
TOTAL BATHS
1,413
SQFT
1355 Torreya Cir
North Fort Myers, FL 33917
Foxmoor Subdivision
$36,700
Land For Sale
Active
0.23
ACRES
LEE
COUNTY
2219 NE 21st Pl
Cape Coral, FL 33909
Cape Coral Subdivision
New Listing - 2 weeks online
$169,900
Single Family Home For Sale
Active
2
BEDS
2
TOTAL BATHS
1,436
SQFT
718 Lady Bird Ln
North Fort Myers, FL 33917
Twin Brooks Estates Subdivision
$33,800
Land For Sale
Active
0.37
ACRES
LEE
COUNTY
4400 Ruthann Ct
North Fort Myers, FL 33917
Walsh Subdivision Subdivision
$28,900
Land For Sale
Pending With Contingencies
0.23
ACRES
LEE
COUNTY
905 NE 32nd St
Cape Coral, FL 33909
Cape Coral Subdivision
$36,700
Land For Sale
Active
0.23
ACRES
LEE
COUNTY
4121 NE 21st Pl
Cape Coral, FL 33909
Cape Coral Subdivision
$300,000
Single Family Home For Sale
Pending With Contingencies
3
BEDS
2
TOTAL BATHS
1,571
SQFT
705 SW 29th St
Cape Coral, FL 33914
Cape Coral Subdivision
New Listing - 4 weeks online
$24,900
Land For Sale
Pending With Contingencies
0.23
ACRES
LEE
COUNTY
1737 NW 6th Ave
Cape Coral, FL 33993
Cape Coral Subdivision
New Listing - 3 weeks online
$49,900
Land For Sale
Pending
0.24
ACRES
LEE
COUNTY
311 SW 14th Ave
Cape Coral, FL 33991
Cape Coral Subdivision
New Listing - a week online
$329,990
Single Family Home For Sale
Pending
3
BEDS
2
TOTAL BATHS
1,458
SQFT
1104 NW 12th Ln
Cape Coral, FL 33993
Cape Coral Subdivision
$234,900
Single Family Home For Sale
Pending
3
BEDS
2
TOTAL BATHS
1,164
SQFT
1506 NW 20th Ter
Cape Coral, FL 33993
Cape Coral Subdivision
New Listing - 3 weeks online
$279,999
Multi-Family For Sale
Pending
6
BEDS
4
TOTAL BATHS
2134/2136 Zaharihas Dr
Lehigh Acres, FL 33973
Lehigh Acres Subdivision
$154,900
Condo For Sale
Pending With Contingencies
3
BEDS
2
TOTAL BATHS
1,043
SQFT
Beachwalk #222
15369 Bellamar Cir 222
Fort Myers, FL 33908
$33,700
Land For Sale
Active
0.244
ACRES
LEE
COUNTY
14121 Cedardale St
Fort Myers, FL 33905
Buckingham Park Subdivision
$33,700
Land For Sale
Active
0.233
ACRES
LEE
COUNTY
6510 Chabot Ave
Fort Myers, FL 33905
Buckingham Park Subdivision
New Listing - a week online
$29,900
Land For Sale
Active
0.344
ACRES
LEE
COUNTY
1834 NW 31st St
Cape Coral, FL 33993
Cape Coral Subdivision
$20,700
Land For Sale
Active
0.231
ACRES
LEE
COUNTY
3853 Hopevale St
Fort Myers, FL 33905
Lehigh Acres Subdivision
New Listing - 21 hours online
$8,900
Land For Sale
Active
0.25
ACRES
LEE
COUNTY
1507 Ford Ave S
Lehigh Acres, FL 33976
Lehigh Acres Subdivision
$21,700
Land For Sale
Active
0.23
ACRES
LEE
COUNTY
3803 15th St W
Lehigh Acres, FL 33971
Lehigh Acres Subdivision
$73,700
Land For Sale
Active
0.173
ACRES
LEE
COUNTY
17374/376 Dowling Dr
Fort Myers, FL 33967
San Carlos Park Subdivision
$73,700
Land For Sale
Active
0.171
ACRES
LEE
COUNTY
17486/488 Ellie Dr
Fort Myers, FL 33967
San Carlos Park Subdivision
Price Change - 3 weeks ago
$23,900
Land For Sale
Pending
0.26
ACRES
LEE
COUNTY
3754 Kemper St
Fort Myers, FL 33905
Buckingham Subdivision
Price Change - 3 weeks ago
$17,500
Land For Sale
Pending
0.25
ACRES
LEE
COUNTY
3717 40th St SW
Lehigh Acres, FL 33976
Lehigh Acres Subdivision
Price Change - 3 weeks ago
$15,900
Land For Sale
Pending
0.25
ACRES
LEE
COUNTY
2907 26th St W
Lehigh Acres, FL 33971
Lehigh Acres Subdivision
$18,700
Land For Sale
Active
0.25
ACRES
LEE
COUNTY
3216 39th St SW
Lehigh Acres, FL 33976
Lehigh Acres Subdivision
New Listing - 2 weeks online
$22,000
Land For Sale
Active
0.25
ACRES
LEE
COUNTY
2816 11th St W
Lehigh Acres, FL 33971
Lehigh Acres Subdivision
$9,900
Land For Sale
Pending
0.25
ACRES
LEE
COUNTY
2814 58th St W
Lehigh Acres, FL 33971
Lehigh Acres Subdivision
New Listing - 2 weeks online
$22,000
Land For Sale
Active
0.25
ACRES
LEE
COUNTY
2814 11th St W
Lehigh Acres, FL 33971
Lehigh Acres Subdivision
$16,700
Land For Sale
Active
0.25
ACRES
LEE
COUNTY
2806 50th St SW
Lehigh Acres, FL 33976
Lehigh Acres Subdivision
$24,900
Land For Sale
Pending With Contingencies
0.2182
ACRES
CHARLOTTE
COUNTY
16435 Becasse Dr
Punta Gorda, FL 33955
Burnt Store Village Subdivision
New Listing - 4 weeks online
$24,900
Land For Sale
Pending
0.252
ACRES
CHARLOTTE
COUNTY
16142 Juarez Cir
Punta Gorda, FL 33955
Burnt Store Village Subdivision
New Listing - 3 weeks online
$21,900
Land For Sale
Active
0.227
ACRES
LEE
COUNTY
236 Pennfield St
Lehigh Acres, FL 33974
Lehigh Acres Subdivision
New Listing - 3 weeks online
$204,999
Single Family Home For Sale
Active
3
BEDS
2
TOTAL BATHS
1,176
SQFT
422 Valley Dr
Lehigh Acres, FL 33936
Lehigh Acres Subdivision
$9,900
Land For Sale
Active
0.2422
ACRES
CHARLOTTE
COUNTY
27215 Earthnut Dr
Punta Gorda, FL 33955
Tropical Gulf Acres Subdivision
$29,700
Land For Sale
Active
0.335
ACRES
LEE
COUNTY
1926 Magenta Ave
Lehigh Acres, FL 33972
Lehigh Acres Subdivision
$17,700
Land For Sale
Pending
0.293
ACRES
LEE
COUNTY
666 Chestnut St E
Lehigh Acres, FL 33974
Lehigh Acres Subdivision
New Listing - 3 weeks online
$14,900
Land For Sale
Pending With Contingencies
0.504
ACRES
LEE
COUNTY
1110 Sheldon Ave
Lehigh Acres, FL 33936
Lehigh Acres Subdivision
$21,300
Land For Sale
Active
0.506
ACRES
LEE
COUNTY
1220 Michael Ave
Lehigh Acres, FL 33972
Lehigh Acres Subdivision
Price Change - 3 weeks ago
$12,900
Land For Sale
Pending
0.284
ACRES
LEE
COUNTY
165 Blakely Ave S
Lehigh Acres, FL 33974
Lehigh Acres Subdivision
Price Change - 3 weeks ago
$12,900
Land For Sale
Pending
0.284
ACRES
LEE
COUNTY
167 Blakely Ave S
Lehigh Acres, FL 33974
Lehigh Acres Subdivision
$19,700
Land For Sale
Active
0.5
ACRES
LEE
COUNTY
1404 Johns Ave
Lehigh Acres, FL 33972
Lehigh Acres Subdivision
$11,700
Land For Sale
Pending
0.499
ACRES
LEE
COUNTY
2310 Monroe Ave
Alva, FL 33920
Alva Subdivision
$14,900
Land For Sale
Active
0.5
ACRES
LEE
COUNTY
815 Wells Ave
Lehigh Acres, FL 33972
Lehigh Acres Subdivision
$14,775
Land For Sale
Active
0.214
ACRES
LEE
COUNTY
1108 Eaves St E
Lehigh Acres, FL 33974
Lehigh Acres Subdivision
$107,700
Land For Sale
Active
0.241
ACRES
LEE
COUNTY
10021 Alabama St
Bonita Springs, FL 34135
Heitmans Subdivision
$649,900
Single Family Home For Sale
Pending With Contingencies
4
BEDS
3
TOTAL BATHS
2,684
SQFT
8622 Pebblebrooke Dr
Naples, FL 34119
Pebblebrooke Lakes Subdivision
$80,000
Land For Sale
Active
0.25
ACRES
COLLIER
COUNTY
205 2nd Ave
Immokalee, FL 34142
Immokalee Industrial Park Subdivision

Leave a Reply