If you’ve been investing over the last 15 years, you’ve probably got a well-diversified portfolio, your cost base is extremely low, and your yield high. This makes you feel good and protected from whatever could happen in financial markets in 2018.
But there are a lot of people out there who don’t have that much investing experience, but now find themselves, in the late part of the economic cycle, getting a nice lump sum given that the economy is doing great and they’ve saved up something. After seeing that many investors have seen nice gains from the market or from other investments, they feel ready to invest.
I get the question a lot from 90% of the people I meet who aren’t in the financial field of how to invest a lump sum, so in today’s article I want to share my opinion on how someone should go about investing a lump sum in 2018. More →