Four Steps of Successful Investing

Although the specific questions and concerns investors face may change over time, the timeless nature of uncertainty in investing is why we encourage investors to focus on the basics.

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How should investors position their portfolios today?

Uncertainty is nothing new; it’s always part of investing. One key to success is how you deal with it. We recommend four steps for investors to prepare for what could be ahead.

In the “Four Steps of Successful Investing” report, strategists with Wells Fargo Investment Institute recommend steps they believe investors should take to get ready for what may be ahead. The steps include:

  1. Start with a plan. Before doing anything, know yourself and your investment objectives and how to manage your emotions as circumstances change.
  2. Construct your portfolio. Determine the appropriate asset allocation – how your portfolio is diversified – to help you work toward your long-term goals.
  3. Globalize your portfolio. In addition to U.S. companies, make sure your portfolio contains meaningful levels of international investments.
  4. Maintain alignment to your plan. Due to life events and market activity, you should reevaluate your investments periodically to see if you need to make modifications.

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This report contains useful information for today’s investor. It can be especially beneficial when you meet with your Financial Advisor to determine the adjustments, if any, to make to your portfolio to help you be prepared for what could be down the road.

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Wells Fargo Investment Institute, Inc., is a registered investment adviser and wholly owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.