Differentiation of an investment portfolio

13.01.2023

Differentiation of an investment portfolio is the distribution of capital between different groups of assets.

Its goal is to get maximum income with minimal risk.

Modern portfolio theory suggests that it is necessary to select assets that have little or no correlation with each other, i.e. behave differently in the same situation.

Thus, an investor can protect himself from market volatility and significant losses, since the profit from some assets will compensate for the loss from others.

Do I need to include gold in my portfolio?

Most financial experts agree that the yellow metal (or the modern alternative – tokenized gold) should account for at least 20% of all assets.

It will help protect the investor from high inflation and correction or collapse in the financial market.

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