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3 Steps to grow your investments

Iftikhar Ahmed, CFP®

1 min read

Feb 2

At Kaizen Financial Strategies, one of the major services we provide is managing our clients' investments. What we have observed over the years is that clients are happiest with their portfolio's growth over the long run when they follow three simple investment principles:

  • Regular Investment with Dollar Cost Averaging Invest regularly to smooth out purchase prices and reduce the impact of market volatility. This method ensures you buy more shares when prices are low and fewer when they are high, promoting healthier portfolio growth.

  • Maintain an Emergency Fund We advise keeping 3-6 months of living expenses in reserve. This safety net means you won’t need to sell investments during a downturn, preserving the integrity of your financial plan.

  • Diversification and Rebalancing "Diversify and rebalance" is more than just a motto—it's a strategy. By spreading investments across various asset classes and regularly adjusting the portfolio, you can minimize risk and optimize returns.

Iftikhar Ahmed, CFP®

1 min read

Feb 2

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