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Whether you use an independent advisor, or you take the responsibility to invest yourself, there are some key questions that it is worth asking yourself and noting the answers.

11 Key Questions to Ask Yourself When Choosing the Right Investment


We all want to know what’s going to be the ‘best’ investment for us individually. The answer to this lies at the intersection of two critical elements.

The first element is about you:

  • What exactly do you want to achieve and in what timescale?
  • What are your expectations of risk and return?
  • And, are these expectations realistic?

We all want to make 20% a year or more and have negligible risk, but in general, that is not how the markets work.

The second element is about the marketplace:

You might decide that the profile and characteristics of a particular investment fit your investment plans. But if that investment is highly-priced, perhaps perceived to be carrying a value towards the top of the market, then maybe its time to think again.

The interplay between these two elements is dynamic.

Your needs, resources and timescales may frequently change, and the marketplace certainly does.

Whether you use an independent advisor, or you take the responsibility to invest yourself, there are some key questions that it is worth asking yourself and noting the answers.

Finding answers provides a structure with which to make the initial decision of whether an investment is right for your portfolio.

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Disclaimer

Your capital is at risk. The value of your investment may go up as well as down. Past performance does not indicate future performance. There is no right for compensation in respect of poor investment performance and your investment is not covered by the UK FSCS. Avantis Wealth Ltd is not licensed or regulated by the Financial Conduct Authority and does not provide financial advice. The content of any promotion has not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000. Reliance on this promotion for the purpose of engaging in any investment activity may expose the investor to a significant risk of losing all of the capital invested. [Article 48(4) Financial Services and Markets Act 2000 (Financial Promotion) Order 2005] Please note that as a responsible company we require the self-certification of either a High Net Worth Investor or Sophisticated Investor statement prior to issuing any detailed information by way of an Investment Memorandum.