Does each portfolio have a different risk level?

Each portfolio has been constructed to maintain a "moderately aggressive" risk level. Across all portfolios, there is a common risk level associated with investing in the stock market; however, the nature of thematic portfolios is to be invested in certain sectors and regions, associated with the theme, where value and risk will be concentrated. Thematic investing should be viewed as a way to diversify a traditional equity portfolio.

Given the market capitalization and availability of companies in each theme, each portfolio will likely be fairly concentrated, which means it’s also likely to see short-term volatility (prices going up and down). Therefore, all of our portfolios should be seen as long-term investments.


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
Submit a request