[{"data":1,"prerenderedAt":1476},["ShallowReactive",2],{"config-published":3,"i-ph:caret-down-bold":732,"i-ph:magnifying-glass":735,"i-ph:list":737,"i-ph:instagram-logo":739,"i-ph:youtube-logo":741,"i-ph:x-logo":743,"i-ph:facebook-logo":745,"i-ph:linkedin-logo":747,"discover/investing/portfolio-strategy-published":749,"i-uil:list-ul":1464,"breadcrumbs-/discover/investing/portfolio-strategy":1467,"i-ph:caret-right":1474},{"name":4,"created_at":5,"published_at":6,"updated_at":7,"id":8,"uuid":9,"content":10,"slug":724,"full_slug":724,"sort_by_date":34,"position":725,"tag_list":726,"is_startpage":543,"parent_id":727,"meta_data":34,"group_id":728,"first_published_at":729,"release_id":34,"lang":730,"path":34,"alternates":731,"default_full_slug":34,"translated_slugs":34},"App configuration","2022-11-24T11:24:28.448Z","2026-01-07T10:07:40.657Z","2026-01-07T10:07:40.684Z",224651377,"a6261810-1b4d-4071-a43d-805ea558bf15",{"_uid":11,"href":12,"text":12,"component":13,"advisorCTA":14,"headerMenu":41,"footerLinks":538,"loginLinkUrl":559,"advisorCTAUrl":560,"loginLinkText":12,"proHeaderMenu":561,"FooterRichText":643,"advisorCTALink":28,"advisorCTAText":644,"openInNewWindow":543,"footerLegalLinks":645,"geoWarningCTAUrl":666,"footerDisclaimer1":12,"footerDisclaimer2":667,"footerDisclaimer3":12,"footerSocialLinks":668,"geoWarningCTALink":689,"geoWarningCTAText":690,"FooterStickyBanner":691,"geoWarningCTAClose":692,"geoWarningCTATitle":693,"SpeakToAdvisorWidget":694,"newsletterSignupWidget":704},"cb57aa4d-0af2-49b3-8b8f-16521700f0a8","","app-configuration",{"type":15,"content":16},"doc",[17],{"type":18,"content":19},"paragraph",[20,27],{"text":21,"type":22,"marks":23},"Are you an adviser? ","text",[24],{"type":25,"attrs":26},"styled",{"class":12},{"text":28,"type":22,"marks":29},"Go to Unbiased Pro",[30,37,39],{"type":31,"attrs":32},"link",{"href":33,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/pro",null,"_self","url",{"type":38},"bold",{"type":25,"attrs":40},{"class":12},[42,148,269,368,440],{"CTA":43,"_uid":57,"title":58,"component":59,"overview_link":60,"main_section_links":75,"main_section_title":132,"additional_section_links":133,"additional_section_title":147},[44],{"_uid":45,"link":46,"component":56},"2298396f-4a40-4282-b5ef-f30a3b9619b8",{"type":15,"content":47},[48],{"type":18,"content":49},[50],{"text":51,"type":22,"marks":52},"Find an advisor",[53],{"type":31,"attrs":54},{"href":55,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://v2.unbiased.com/inquiry/financial-advisor","app-link-rich","6ee9fa7a-ee9d-4a0d-b913-99f9ee1b6e05","Financial Advice","app-header-menu-item-dropdown",[61],{"_uid":62,"link":63,"component":56},"91b4e023-f3d0-49ba-9748-f63e5fac2b1f",{"type":15,"content":64},[65],{"type":18,"content":66},[67],{"text":68,"type":22,"marks":69},"All financial advice guides",[70],{"type":31,"attrs":71},{"href":72,"uuid":73,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/","34bbfdfd-544e-42d2-aebd-78a15ad88cba","story",[76,89,102,115],{"_uid":77,"link":78,"component":56},"9f8d25a8-d93c-4d4a-a4c0-a63e37483485",{"type":15,"content":79},[80],{"type":18,"content":81},[82],{"text":83,"type":22,"marks":84},"Top investment companies",[85],{"type":31,"attrs":86},{"href":87,"uuid":88,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/top-investment-companies","3b175b31-cbbf-48ec-8faa-9cfd540973df",{"_uid":90,"link":91,"component":56},"85fbb733-400d-421b-afaf-5d85ae69bb31",{"type":15,"content":92},[93],{"type":18,"content":94},[95],{"text":96,"type":22,"marks":97},"Top Robo-Advisors",[98],{"type":31,"attrs":99},{"href":100,"uuid":101,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/best-robo-advisors","f73492c0-bcc0-4243-a4de-cc85fca28178",{"_uid":103,"link":104,"component":56},"9bfc68dd-ea47-48cf-a9ae-58589bbba599",{"type":15,"content":105},[106],{"type":18,"content":107},[108],{"text":109,"type":22,"marks":110},"Top financial advisor firms",[111],{"type":31,"attrs":112},{"href":113,"uuid":114,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/best-financial-advisor","cd1dd08f-886e-453d-babc-4a707c50b530",{"_uid":116,"link":117,"component":56},"dea791c8-aa54-4a1b-8ac8-a7de2006036b",{"type":15,"content":118},[119],{"type":18,"content":120},[121],{"text":122,"type":22,"marks":123},"Top wealth management firms",[124,128],{"type":31,"attrs":125},{"href":126,"uuid":127,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/top-wealth-management-firms","b1e6000d-ed2b-4fc8-bbb2-7e803f4b512f",{"type":129,"attrs":130},"textStyle",{"color":131},"rgb(0, 0, 0)","Get help with",[134],{"_uid":135,"link":136,"component":56},"f234c95d-2ad5-4cb6-9484-4c4b31413c2f",{"type":15,"content":137},[138],{"type":18,"content":139},[140],{"text":141,"type":22,"marks":142},"Financial advisors near me",[143],{"type":31,"attrs":144},{"href":145,"uuid":146,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/find-a-financial-advisor-near-me","ecbad03f-43f9-48db-af9c-1e63b145b2d9","More resources",{"CTA":149,"_uid":160,"title":161,"component":59,"overview_link":162,"main_section_links":176,"main_section_title":132,"additional_section_links":229,"additional_section_title":147},[150],{"_uid":151,"link":152,"component":56},"8e607e09-445b-4f4c-9615-e8d266f35612",{"type":15,"content":153},[154],{"type":18,"content":155},[156],{"text":51,"type":22,"marks":157},[158],{"type":31,"attrs":159},{"href":55,"uuid":34,"anchor":34,"target":35,"linktype":36},"85c0c112-23fe-46b2-ae32-196f05710318","Retirement",[163],{"_uid":164,"link":165,"component":56},"bbf6b9e2-609e-4a82-ab5d-5ad9d07bd1a1",{"type":15,"content":166},[167],{"type":18,"content":168},[169],{"text":170,"type":22,"marks":171},"All retirement guides",[172],{"type":31,"attrs":173},{"href":174,"uuid":175,"anchor":34,"target":35,"linktype":74},"/discover/retirement/","0580c990-ee0a-4287-ac8d-d2e4689a1051",[177,190,203,216],{"_uid":178,"link":179,"component":56},"28f1d44a-d98d-4b93-9a4f-3893950dbcc0",{"type":15,"content":180},[181],{"type":18,"content":182},[183],{"text":184,"type":22,"marks":185},"Retiring on $300K",[186],{"type":31,"attrs":187},{"href":188,"uuid":189,"anchor":34,"target":35,"linktype":74},"/discover/retirement/can-you-retire-on-300k","73defa57-75a4-4cf8-8cf7-15ba93619e2c",{"_uid":191,"link":192,"component":56},"9872bd56-d9cb-4b13-88e5-a336f0246043",{"type":15,"content":193},[194],{"type":18,"content":195},[196],{"text":197,"type":22,"marks":198},"Retiring on $500K",[199],{"type":31,"attrs":200},{"href":201,"uuid":202,"anchor":34,"target":35,"linktype":74},"/discover/retirement/can-you-retire-on-500k","33db366d-aae1-49e7-afdd-62751a0fbd10",{"_uid":204,"link":205,"component":56},"48b2cd52-8bf8-4fe3-9a91-835a353cacbb",{"type":15,"content":206},[207],{"type":18,"content":208},[209],{"text":210,"type":22,"marks":211},"Retiring on $800K",[212],{"type":31,"attrs":213},{"href":214,"uuid":215,"anchor":34,"target":35,"linktype":74},"/discover/retirement/retiring-with-800k","42a16b7d-6141-4422-8909-87718b57d06d",{"_uid":217,"link":218,"component":56},"68aa3dbb-59d2-4dec-ab2c-8a74355de45d",{"type":15,"content":219},[220],{"type":18,"content":221},[222],{"text":223,"type":22,"marks":224},"Retiring on $1 million",[225],{"type":31,"attrs":226},{"href":227,"uuid":228,"anchor":34,"target":35,"linktype":74},"/discover/retirement/can-you-retire-on-1-million","4a022cdb-ad83-4b88-ab6a-87b8e39f482e",[230,243,256],{"_uid":231,"link":232,"component":56},"544b38e5-ba7a-4b9d-b8e0-86a11eae4381",{"type":15,"content":233},[234],{"type":18,"content":235},[236],{"text":237,"type":22,"marks":238},"Retirement calculator",[239],{"type":31,"attrs":240},{"href":241,"uuid":242,"anchor":34,"target":35,"linktype":74},"/discover/retirement/retirement-calculator","e750018f-e90c-4df6-b63a-97268dfdf93c",{"_uid":244,"link":245,"component":56},"20fc13a0-0418-4af1-a0c2-2c647dbbc39e",{"type":15,"content":246},[247],{"type":18,"content":248},[249],{"text":250,"type":22,"marks":251},"Roth IRA calculator",[252],{"type":31,"attrs":253},{"href":254,"uuid":255,"anchor":34,"target":35,"linktype":74},"/discover/retirement/roth-ira-calculator","58116e58-282b-41cd-8932-b47bebec7568",{"_uid":257,"link":258,"component":56},"5c17edab-55c5-4b48-bddd-7779f22984ec",{"type":15,"content":259},[260],{"type":18,"content":261},[262],{"text":263,"type":22,"marks":264},"What is a 401k",[265],{"type":31,"attrs":266},{"href":267,"uuid":268,"anchor":34,"target":35,"linktype":74},"/discover/investing/what-is-a-401k-and-how-does-it-work","342bd874-c9e1-426c-bba7-116d1f9665dc",{"CTA":270,"_uid":281,"title":282,"component":59,"overview_link":283,"main_section_links":297,"main_section_title":132,"additional_section_links":354,"additional_section_title":147},[271],{"_uid":272,"link":273,"component":56},"aada5723-1aa7-40fc-a2e8-a555f6d924cc",{"type":15,"content":274},[275],{"type":18,"content":276},[277],{"text":51,"type":22,"marks":278},[279],{"type":31,"attrs":280},{"href":55,"uuid":34,"anchor":34,"target":35,"linktype":36},"495763d1-ee75-4112-9ef6-5765d8c6a6be","Investing",[284],{"_uid":285,"link":286,"component":56},"66d9a1fe-709f-46f9-9731-2f59ebccb2cc",{"type":15,"content":287},[288],{"type":18,"content":289},[290],{"text":291,"type":22,"marks":292},"All investing guides",[293],{"type":31,"attrs":294},{"href":295,"uuid":296,"anchor":34,"target":35,"linktype":74},"/discover/investing/","740d32ec-309a-43d6-902e-cb1e62bd0fe8",[298,312,326,340],{"_uid":299,"link":300,"component":56},"f2050b75-554a-4add-a9e6-8bfa544307d6",{"type":15,"content":301},[302],{"type":18,"attrs":303,"content":304},{"textAlign":34},[305],{"text":306,"type":22,"marks":307},"The best way to invest $20k",[308],{"type":31,"attrs":309},{"href":310,"uuid":311,"anchor":34,"target":35,"linktype":74},"/discover/investing/best-way-to-invest-20k","d39e5bf4-d7b4-426a-a6f2-b871031e724e",{"_uid":313,"link":314,"component":56},"2fc43030-f262-4a71-99c2-39167ce30cce",{"type":15,"content":315},[316],{"type":18,"attrs":317,"content":318},{"textAlign":34},[319],{"text":320,"type":22,"marks":321},"The best way to invest $50k",[322],{"type":31,"attrs":323},{"href":324,"uuid":325,"anchor":34,"target":35,"linktype":74},"/discover/investing/the-best-way-to-invest-50k","abac014e-4ec8-42ae-94a0-64cfdff686d5",{"_uid":327,"link":328,"component":56},"8df420ce-d8dd-4a7a-8947-50fa74ecf8e6",{"type":15,"content":329},[330],{"type":18,"attrs":331,"content":332},{"textAlign":34},[333],{"text":334,"type":22,"marks":335},"The best way to invest $100k",[336],{"type":31,"attrs":337},{"href":338,"uuid":339,"anchor":34,"target":35,"linktype":74},"/discover/investing/the-best-way-to-invest-100k","2c6b4fe9-770f-409a-93cd-791df4eb9318",{"_uid":341,"link":342,"component":56},"fed4141f-0a48-4752-9e11-7253956a4418",{"type":15,"content":343},[344],{"type":18,"attrs":345,"content":346},{"textAlign":34},[347],{"text":348,"type":22,"marks":349},"Investments that pay a monthly income",[350],{"type":31,"attrs":351},{"href":352,"uuid":353,"anchor":34,"target":35,"linktype":74},"/discover/investing/12-investments-that-pay-monthly-income","0898e500-1457-4990-be41-57a3c68d3e9f",[355],{"_uid":356,"link":357,"component":56},"ace14b44-4a28-432f-bf49-e7bd63d0bf4d",{"type":15,"content":358},[359],{"type":18,"content":360},[361],{"text":362,"type":22,"marks":363},"Compound interest calculator",[364],{"type":31,"attrs":365},{"href":366,"uuid":367,"anchor":34,"target":35,"linktype":74},"/discover/investing/compound-interest-calculator","18ece990-d9e2-4dad-8816-fdd320af3dc0",{"CTA":369,"_uid":380,"title":381,"component":59,"overview_link":382,"main_section_links":396,"main_section_title":132,"additional_section_links":439,"additional_section_title":147},[370],{"_uid":371,"link":372,"component":56},"be29d26a-051b-4ce8-984b-36035ef7a503",{"type":15,"content":373},[374],{"type":18,"content":375},[376],{"text":51,"type":22,"marks":377},[378],{"type":31,"attrs":379},{"href":55,"uuid":34,"anchor":34,"target":35,"linktype":36},"b04c8a90-f17c-40ea-a4d5-554e8c69aa14","Banking",[383],{"_uid":384,"link":385,"component":56},"482cacd4-2995-4939-8c56-c9a74ea0236b",{"type":15,"content":386},[387],{"type":18,"content":388},[389],{"text":390,"type":22,"marks":391},"All banking guides",[392],{"type":31,"attrs":393},{"href":394,"uuid":395,"anchor":34,"target":35,"linktype":74},"/discover/banking/","d8de9283-4031-440b-be2f-01ac9349324e",[397,411,425],{"_uid":398,"link":399,"component":56},"0b07ede1-5220-4d9e-9f85-c474d743a260",{"type":15,"content":400},[401],{"type":18,"attrs":402,"content":403},{"textAlign":34},[404],{"text":405,"type":22,"marks":406},"What is private banking",[407],{"type":31,"attrs":408},{"href":409,"uuid":410,"anchor":34,"target":35,"linktype":74},"/discover/banking/what-is-private-banking","b1c04c35-0a8a-4af5-ace1-672aa41f133d",{"_uid":412,"link":413,"component":56},"caa1ee0a-c417-4cfb-b3d3-025466ab1b98",{"type":15,"content":414},[415],{"type":18,"attrs":416,"content":417},{"textAlign":34},[418],{"text":419,"type":22,"marks":420},"US income breakdown",[421],{"type":31,"attrs":422},{"href":423,"uuid":424,"anchor":34,"target":35,"linktype":74},"/discover/banking/how-much-income-puts-you-in-the-top-1-5-or-10","ddda3782-1859-49a4-82ed-935303e2bec6",{"_uid":426,"link":427,"component":56},"6a0937f3-2014-431f-a77c-95e748072003",{"type":15,"content":428},[429],{"type":18,"attrs":430,"content":431},{"textAlign":34},[432],{"text":433,"type":22,"marks":434},"Cost of living in Florida",[435],{"type":31,"attrs":436},{"href":437,"uuid":438,"anchor":34,"target":35,"linktype":74},"/discover/banking/what-is-the-cost-of-living-in-florida","9c970b27-4644-43af-834f-eba5f1ae136a",[],{"CTA":441,"_uid":452,"title":453,"component":59,"overview_link":454,"main_section_links":468,"main_section_title":132,"additional_section_links":525,"additional_section_title":147},[442],{"_uid":443,"link":444,"component":56},"f2cea9b3-b01d-4bbf-b18b-52a0737eaf3c",{"type":15,"content":445},[446],{"type":18,"content":447},[448],{"text":51,"type":22,"marks":449},[450],{"type":31,"attrs":451},{"href":55,"uuid":34,"anchor":34,"target":35,"linktype":36},"a5e4b27e-1713-42d5-9597-6882a94968c0","Taxes",[455],{"_uid":456,"link":457,"component":56},"40d47d8f-3a14-4596-9d64-337daeb3fbf5",{"type":15,"content":458},[459],{"type":18,"content":460},[461],{"text":462,"type":22,"marks":463},"All tax guides",[464],{"type":31,"attrs":465},{"href":466,"uuid":467,"anchor":34,"target":35,"linktype":74},"/discover/taxes/","cff941f3-03a9-464a-b168-0d9b1eef9ce4",[469,483,497,511],{"_uid":470,"link":471,"component":56},"e366294b-be7d-47bb-b127-25b39aab3467",{"type":15,"content":472},[473],{"type":18,"attrs":474,"content":475},{"textAlign":34},[476],{"text":477,"type":22,"marks":478},"Capital gains tax for seniors",[479],{"type":31,"attrs":480},{"href":481,"uuid":482,"anchor":34,"target":35,"linktype":74},"/discover/taxes/capital-gains-tax-exemption-for-seniors-what-does-it-mean-for-you","62ae1223-58e7-4fe8-9081-2a9d047cfb84",{"_uid":484,"link":485,"component":56},"336d1192-6b9d-4a98-8922-1877072f3003",{"type":15,"content":486},[487],{"type":18,"attrs":488,"content":489},{"textAlign":34},[490],{"text":491,"type":22,"marks":492},"Capital gains tax by state",[493],{"type":31,"attrs":494},{"href":495,"uuid":496,"anchor":34,"target":35,"linktype":74},"/discover/taxes/capital-gains-tax-by-state","94d6ce4a-1ba6-444f-a41d-4ae541b99b79",{"_uid":498,"link":499,"component":56},"7450de66-1ff3-447c-b191-1f75166a6046",{"type":15,"content":500},[501],{"type":18,"attrs":502,"content":503},{"textAlign":34},[504],{"text":505,"type":22,"marks":506},"Understanding capital gains tax",[507],{"type":31,"attrs":508},{"href":509,"uuid":510,"anchor":34,"target":35,"linktype":74},"/discover/retirement/how-much-is-capital-gains-tax","8442c69d-4c88-4d2e-8fa4-08275191bab0",{"_uid":512,"link":513,"component":56},"8050ded3-889f-43b0-92b3-30adad9ac076",{"type":15,"content":514},[515],{"type":18,"attrs":516,"content":517},{"textAlign":34},[518],{"text":519,"type":22,"marks":520},"Tax in Washington",[521],{"type":31,"attrs":522},{"href":523,"uuid":524,"anchor":34,"target":35,"linktype":74},"/discover/taxes/washington-tax-guide","2462451b-7f16-4364-8471-f78939478e7e",[526],{"_uid":527,"link":528,"component":56},"b11dcfe9-a823-4859-8965-d32bab7873e9",{"type":15,"content":529},[530],{"type":18,"content":531},[532],{"text":533,"type":22,"marks":534},"Capital Gains Tax Calculator",[535],{"type":31,"attrs":536},{"href":537,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/taxes/capital-gains-tax-calculator",[539,544,546,548,550,554],{"_uid":540,"href":174,"text":541,"component":542,"openInNewWindow":543},"4654e725-33d3-4fa3-8917-b2a73f05752c"," Retirement","app-link",false,{"_uid":545,"href":295,"text":282,"component":542,"openInNewWindow":543},"3e1f2e86-310c-4ee1-be2b-c9100443d53f",{"_uid":547,"href":394,"text":381,"component":542,"openInNewWindow":543},"fa006314-3e85-43c3-9267-bb87f84a1ebc",{"_uid":549,"href":466,"text":453,"component":542,"openInNewWindow":543},"9d69eda3-6dcc-49fb-a519-f61cb97a40ff",{"_uid":551,"href":552,"text":553,"component":542,"openInNewWindow":543},"ecf272f5-571f-41aa-a069-75c81ec617e8","/discover/insurance/","Insurance",{"_uid":555,"href":556,"text":557,"component":542,"openInNewWindow":558},"0acdc588-18e3-4e41-872b-1d528d985164","/about-us","About us",true,"https://v2.unbiased.com/consumer/login","/pro",[562,575,589,603,617,630],{"_uid":563,"link":564,"component":56},"72cfe613-7b21-4cc0-acbf-66a38dab3eee",{"type":15,"content":565},[566],{"type":18,"content":567},[568],{"text":569,"type":22,"marks":570},"Pricing",[571],{"type":31,"attrs":572},{"href":573,"uuid":34,"anchor":34,"custom":574,"target":35,"linktype":36},"https://www.unbiased.com/pages/pricing",{},{"_uid":576,"link":577,"component":56},"cb14e1ca-f377-41ec-b053-b97ef2aeb42f",{"type":15,"content":578},[579],{"type":18,"content":580},[581],{"text":582,"type":22,"marks":583},"Business Growth",[584],{"type":31,"attrs":585},{"href":586,"uuid":587,"anchor":34,"custom":588,"target":35,"linktype":74},"/pro/discover/business-growth/","022b5ef6-975b-4f56-8d38-66f137e7901f",{},{"_uid":590,"link":591,"component":56},"6cdc93ad-5d74-4c39-9342-0ed49e309979",{"type":15,"content":592},[593],{"type":18,"content":594},[595],{"text":596,"type":22,"marks":597},"Trends & Insight",[598],{"type":31,"attrs":599},{"href":600,"uuid":601,"anchor":34,"custom":602,"target":35,"linktype":74},"/pro/discover/trends-insight/","4b364e23-68e6-4009-a852-83d5e327c796",{},{"_uid":604,"link":605,"component":56},"0404c041-e645-42fe-8932-be896a82902e",{"type":15,"content":606},[607],{"type":18,"content":608},[609],{"text":610,"type":22,"marks":611},"News",[612],{"type":31,"attrs":613},{"href":614,"uuid":615,"anchor":34,"custom":616,"target":35,"linktype":74},"/pro/discover/news/","829a2a75-d3fb-454c-a50c-c7f8212ea16b",{},{"_uid":618,"link":619,"component":56},"7f208f7d-d0f3-417c-8cc8-c135e72a8a74",{"type":15,"content":620},[621],{"type":18,"content":622},[623],{"text":624,"type":22,"marks":625},"Help",[626],{"type":31,"attrs":627},{"href":628,"uuid":34,"anchor":34,"custom":629,"target":35,"linktype":36},"https://www.unbiased.com/pages/pro/faqs",{},{"_uid":631,"link":632,"component":56},"f4ec7388-9b0f-42ef-96b0-38feb0f276e1",{"type":15,"content":633},[634],{"type":18,"content":635},[636],{"text":637,"type":22,"marks":638},"Login",[639],{"type":31,"attrs":640},{"href":641,"uuid":34,"anchor":34,"custom":642,"target":35,"linktype":36},"https://v2.unbiased.com/pro/login",{},[],"Are you an advisor?",[646,650,654,658,662],{"_uid":647,"href":648,"text":649,"component":542,"openInNewWindow":543},"5a4588d0-87e3-4ae5-963f-bd3ca35a1bf7","https://www.unbiased.com/faq","FAQ",{"_uid":651,"href":652,"text":653,"component":542,"openInNewWindow":543},"85a086a2-d420-43a6-a1e6-d8cfcc52a584","/terms-of-use","Terms of Use",{"_uid":655,"href":656,"text":657,"component":542,"openInNewWindow":543},"bd58e670-f5ff-4936-adbe-5aa73c990cdf","/privacy-policy","Privacy Policy",{"_uid":659,"href":660,"text":661,"component":542,"openInNewWindow":558},"eafa26a7-3b78-4f00-954e-f1ebc3115542","https://reports.adviserinfo.sec.gov/reports/ADV/323880/PDF/323880.pdf","Unbiased ADV",{"_uid":663,"href":664,"text":665,"component":542,"openInNewWindow":558},"2cbcf581-9d60-443b-9e63-9e95be09afad","https://reports.adviserinfo.sec.gov/crs/crs_323880.pdf","Unbiased CRS","https://www.unbiased.co.uk","Unbiased Inc. is a registered investment advisor with the US Securities and Exchange Commission (“SEC”). Registration as an investment advisor does not imply a certain level of skill or training.",[669,673,677,681,685],{"_uid":670,"href":671,"text":672,"component":542,"openInNewWindow":543},"2ca50944-e323-4559-9c46-b77eb4bce616","//www.instagram.com/unbiased.us/","Instagram",{"_uid":674,"href":675,"text":676,"component":542,"openInNewWindow":543},"278b2358-e4c6-491b-b011-425b4bd0b709","//www.youtube.com/@Unbiased","YouTube",{"_uid":678,"href":679,"text":680,"component":542,"openInNewWindow":543},"dccca61f-0426-4778-a54b-1944ab1ae71f","//twitter.com/Unbiased_us","Twitter",{"_uid":682,"href":683,"text":684,"component":542,"openInNewWindow":543},"6e6372d5-1f37-43fb-a849-8868877530c8","//www.facebook.com/unbiasedus","Facebook",{"_uid":686,"href":687,"text":688,"component":542,"openInNewWindow":558},"c3a97f2f-ee67-4516-9529-6aff38733af2","https://www.linkedin.com/showcase/unbiased.com/","LinkedIn","Go to UK site","It looks like you’re visiting from the UK. Would you like to visit our UK site?",[],"Stay on US site","You’re currently on our US site",[695],{"_uid":696,"heading":697,"cta_link":55,"cta_text":698,"component":699,"description":700,"pro_heading":701,"pro_cta_link":33,"pro_cta_text":702,"pro_description":703},"7404adca-dc5b-443e-a1b4-4c8bed2673b3","Financial advice","Match with an advisor","sidebar_cta","We’ll find a professional perfectly matched to your needs. Getting started is easy, fast and free.","Access high-quality leads in minutes with UnbiasedPro","Get perfect clients now.","If you're looking for the perfect clients we'll deliver them straight to your inbox and give you the tools to manage them throughout the sales process.",[705],{"_uid":706,"title":707,"CTAText":708,"subtitle":709,"component":710,"errorTitle":711,"description":712,"successTitle":713,"errorSubtitle":714,"successSubtitle":715,"consentCheckboxLabelText":716,"errorMesageFirstNameError":717,"consentCheckboxLabelLinkURL":656,"consentCheckboxLabelLinkText":718,"errorMessageRequiredFieldEmail":719,"errorMessageIncorrectEmailFormat":720,"errorMessageRequiredFieldConsent":721,"errorMessageRequiredFieldInterest":722,"errorMessageRequiredFieldFirstName":723},"8ca4fd8f-da99-489f-aa1b-fcfabdd8b7e3","Get the latest news and tips","Sign up for email updates","Sign up for news that may impact your finances","sidebar-email-signup","Sorry, there was a technical problem","Receive the latest news, tips and guides to help you manage your finances","Thanks for signing up!","Please try again later, or email contact@unbiased.com","You should receive an email confirmation shortly.","I consent to Unbiased storing my data in accordance with their","Too many characters","privacy policy","Your email address is required","Your email address contains errors","Your consent is required","Your interest is required","Your first name is required","config",-60,[],0,"c7c18fda-2d94-4a2f-9d60-e1fee25d980a","2022-11-21T10:48:58.546Z","default",[],{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":734},256,"\u003Cpath fill=\"currentColor\" d=\"m216.49 104.49l-80 80a12 12 0 0 1-17 0l-80-80a12 12 0 0 1 17-17L128 159l71.51-71.52a12 12 0 0 1 17 17Z\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":736},"\u003Cpath fill=\"currentColor\" d=\"m229.66 218.34l-50.07-50.06a88.11 88.11 0 1 0-11.31 11.31l50.06 50.07a8 8 0 0 0 11.32-11.32M40 112a72 72 0 1 1 72 72a72.08 72.08 0 0 1-72-72\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":738},"\u003Cpath fill=\"currentColor\" d=\"M224 128a8 8 0 0 1-8 8H40a8 8 0 0 1 0-16h176a8 8 0 0 1 8 8M40 72h176a8 8 0 0 0 0-16H40a8 8 0 0 0 0 16m176 112H40a8 8 0 0 0 0 16h176a8 8 0 0 0 0-16\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":740},"\u003Cpath fill=\"currentColor\" d=\"M128 80a48 48 0 1 0 48 48a48.05 48.05 0 0 0-48-48m0 80a32 32 0 1 1 32-32a32 32 0 0 1-32 32m48-136H80a56.06 56.06 0 0 0-56 56v96a56.06 56.06 0 0 0 56 56h96a56.06 56.06 0 0 0 56-56V80a56.06 56.06 0 0 0-56-56m40 152a40 40 0 0 1-40 40H80a40 40 0 0 1-40-40V80a40 40 0 0 1 40-40h96a40 40 0 0 1 40 40ZM192 76a12 12 0 1 1-12-12a12 12 0 0 1 12 12\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":742},"\u003Cpath fill=\"currentColor\" d=\"m164.44 121.34l-48-32A8 8 0 0 0 104 96v64a8 8 0 0 0 12.44 6.66l48-32a8 8 0 0 0 0-13.32M120 145.05V111l25.58 17Zm114.33-75.53a24 24 0 0 0-14.49-16.4C185.56 39.88 131 40 128 40s-57.56-.12-91.84 13.12a24 24 0 0 0-14.49 16.4C19.08 79.5 16 97.74 16 128s3.08 48.5 5.67 58.48a24 24 0 0 0 14.49 16.41C69 215.56 120.4 216 127.34 216h1.32c6.94 0 58.37-.44 91.18-13.11a24 24 0 0 0 14.49-16.41c2.59-10 5.67-28.22 5.67-58.48s-3.08-48.5-5.67-58.48m-15.49 113a8 8 0 0 1-4.77 5.49c-31.65 12.22-85.48 12-86 12H128c-.54 0-54.33.2-86-12a8 8 0 0 1-4.77-5.49C34.8 173.39 32 156.57 32 128s2.8-45.39 5.16-54.47A8 8 0 0 1 41.93 68c30.52-11.79 81.66-12 85.85-12h.27c.54 0 54.38-.18 86 12a8 8 0 0 1 4.77 5.49C221.2 82.61 224 99.43 224 128s-2.8 45.39-5.16 54.47Z\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":744},"\u003Cpath fill=\"currentColor\" d=\"m214.75 211.71l-62.6-98.38l61.77-67.95a8 8 0 0 0-11.84-10.76l-58.84 64.72l-40.49-63.63A8 8 0 0 0 96 32H48a8 8 0 0 0-6.75 12.3l62.6 98.37l-61.77 68a8 8 0 1 0 11.84 10.76l58.84-64.72l40.49 63.63A8 8 0 0 0 160 224h48a8 8 0 0 0 6.75-12.29M164.39 208L62.57 48h29l101.86 160Z\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":746},"\u003Cpath fill=\"currentColor\" d=\"M128 24a104 104 0 1 0 104 104A104.11 104.11 0 0 0 128 24m8 191.63V152h24a8 8 0 0 0 0-16h-24v-24a16 16 0 0 1 16-16h16a8 8 0 0 0 0-16h-16a32 32 0 0 0-32 32v24H96a8 8 0 0 0 0 16h24v63.63a88 88 0 1 1 16 0\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":748},"\u003Cpath fill=\"currentColor\" d=\"M216 24H40a16 16 0 0 0-16 16v176a16 16 0 0 0 16 16h176a16 16 0 0 0 16-16V40a16 16 0 0 0-16-16m0 192H40V40h176zM96 112v64a8 8 0 0 1-16 0v-64a8 8 0 0 1 16 0m88 28v36a8 8 0 0 1-16 0v-36a20 20 0 0 0-40 0v36a8 8 0 0 1-16 0v-64a8 8 0 0 1 15.79-1.78A36 36 0 0 1 184 140m-84-56a12 12 0 1 1-12-12a12 12 0 0 1 12 12\"/>",{"name":750,"created_at":751,"published_at":752,"updated_at":753,"id":754,"uuid":755,"content":756,"slug":1456,"full_slug":1457,"sort_by_date":34,"position":1458,"tag_list":1459,"is_startpage":543,"parent_id":1460,"meta_data":34,"group_id":1461,"first_published_at":1462,"release_id":34,"lang":730,"path":34,"alternates":1463,"default_full_slug":34,"translated_slugs":34},"Portfolio strategy ","2023-12-04T16:37:44.616Z","2024-11-27T10:59:15.677Z","2024-11-27T10:59:15.714Z",414363498,"134db813-91d9-42c7-a5b0-372ffe71e349",{"_uid":757,"body":758,"hero":1403,"author":1422,"sidebar":1447,"hide_cta":543,"metatags":1448,"component":1452,"subcategories":1453,"intro_paragraph":1454,"intro_subheading":12,"table_of_contents":558,"outgrow_calculator":1455},"fb2ad06d-1480-4bcc-890f-8f911c4deead",[759],{"_uid":760,"data":761,"component":1402},"ebf12066-7e72-4208-bcdd-a2e22fcd531d",{"type":15,"content":762},[763,779,819,827,850,857,864,872,879,898,905,961,981,989,996,1003,1011,1032,1039,1051,1058,1065,1072,1085,1092,1099,1106,1114,1121,1261,1269,1276,1284,1305,1313,1320,1328,1349,1357,1364,1372,1379],{"type":764,"attrs":765,"content":767},"heading",{"level":766},2,[768,774],{"text":769,"type":22,"marks":770},"Summary",[771,772],{"type":38},{"type":129,"attrs":773},{"color":12},{"text":775,"type":22,"marks":776}," ",[777],{"type":129,"attrs":778},{"color":12},{"type":780,"content":781},"bullet_list",[782,792,801,810],{"type":783,"content":784},"list_item",[785],{"type":18,"content":786},[787],{"text":788,"type":22,"marks":789},"An investment portfolio is a collection of financial assets that an investor owns. ",[790],{"type":129,"attrs":791},{"color":12},{"type":783,"content":793},[794],{"type":18,"content":795},[796],{"text":797,"type":22,"marks":798},"Using an investment portfolio strategy allows for better asset management. ",[799],{"type":129,"attrs":800},{"color":12},{"type":783,"content":802},[803],{"type":18,"content":804},[805],{"text":806,"type":22,"marks":807},"Portfolio diversification plays a huge role in successful returns. ",[808],{"type":129,"attrs":809},{"color":12},{"type":783,"content":811},[812],{"type":18,"content":813},[814],{"text":815,"type":22,"marks":816},"Strategic portfolio management can apply to both short- and long-term financial goals. ",[817],{"type":129,"attrs":818},{"color":12},{"type":764,"attrs":820,"content":821},{"level":766},[822],{"text":823,"type":22,"marks":824},"What is a portfolio? ",[825],{"type":129,"attrs":826},{"color":12},{"type":18,"content":828},[829,834,845],{"text":830,"type":22,"marks":831},"In the world of finance and investments, ",[832],{"type":129,"attrs":833},{"color":12},{"text":835,"type":22,"marks":836},"a portfolio",[837,841,843],{"type":31,"attrs":838},{"href":839,"uuid":34,"anchor":34,"target":840,"linktype":36},"https://www.unbiased.com/discover/investing/what-is-an-investment-portfolio","_blank",{"type":129,"attrs":842},{"color":12},{"type":844},"underline",{"text":846,"type":22,"marks":847}," is a comprehensive collection of investments that indicate the style, success, and experience level of an investor.  ",[848],{"type":129,"attrs":849},{"color":12},{"type":18,"content":851},[852],{"text":853,"type":22,"marks":854},"Similarly to how a painter’s portfolio offers essential insight into their style, past works, and achievements, an investment portfolio shows an investor’s appetite for risk, understanding of investment strategy, and how diverse their asset collection is.  ",[855],{"type":129,"attrs":856},{"color":12},{"type":18,"content":858},[859],{"text":860,"type":22,"marks":861},"Diverse and well-managed portfolios yield bigger returns and are something every investor should aim to have.  ",[862],{"type":129,"attrs":863},{"color":12},{"type":764,"attrs":865,"content":866},{"level":766},[867],{"text":868,"type":22,"marks":869},"What is portfolio strategy? ",[870],{"type":129,"attrs":871},{"color":12},{"type":18,"content":873},[874],{"text":875,"type":22,"marks":876},"Portfolio strategy refers to the calculated use of portfolios to boost an investor's returns and make investment decisions that align with individual goals. It can also refer to a specific plan that you use to grow and advance, using the portfolio as a documentation tool for tracking investment performance.  ",[877],{"type":129,"attrs":878},{"color":12},{"type":18,"content":880},[881,886,893],{"text":882,"type":22,"marks":883},"An investment portfolio ",[884],{"type":129,"attrs":885},{"color":12},{"text":887,"type":22,"marks":888},"with",[889,891],{"type":890},"italic",{"type":129,"attrs":892},{"color":12},{"text":894,"type":22,"marks":895}," a strategy can become effective and unlimited in its potential for achievement, lacking the structure and planning required to achieve ambitious financial milestones.  ",[896],{"type":129,"attrs":897},{"color":12},{"type":18,"content":899},[900],{"text":901,"type":22,"marks":902},"There are multiple factors that people should consider before they adopt a portfolio strategy. Some of the most important ones to consider are:  ",[903],{"type":129,"attrs":904},{"color":12},{"type":780,"content":906},[907,916,925,934,943,952],{"type":783,"content":908},[909],{"type":18,"content":910},[911],{"text":912,"type":22,"marks":913},"Age  ",[914],{"type":129,"attrs":915},{"color":12},{"type":783,"content":917},[918],{"type":18,"content":919},[920],{"text":921,"type":22,"marks":922},"Time available ",[923],{"type":129,"attrs":924},{"color":12},{"type":783,"content":926},[927],{"type":18,"content":928},[929],{"text":930,"type":22,"marks":931},"Risk assessment  ",[932],{"type":129,"attrs":933},{"color":12},{"type":783,"content":935},[936],{"type":18,"content":937},[938],{"text":939,"type":22,"marks":940},"Financial goals ",[941],{"type":129,"attrs":942},{"color":12},{"type":783,"content":944},[945],{"type":18,"content":946},[947],{"text":948,"type":22,"marks":949},"Financial capital  ",[950],{"type":129,"attrs":951},{"color":12},{"type":783,"content":953},[954],{"type":18,"content":955},[956],{"text":957,"type":22,"marks":958},"Assets ",[959],{"type":129,"attrs":960},{"color":12},{"type":18,"content":962},[963,968,976],{"text":964,"type":22,"marks":965},"By assessing your individual position, risk appetite, and financial goals, you can align yourself with a strategy that best represents your interests. A ",[966],{"type":129,"attrs":967},{"color":12},{"text":969,"type":22,"marks":970},"financial advisor",[971,973,975],{"type":31,"attrs":972},{"href":55,"uuid":34,"anchor":34,"target":840,"linktype":36},{"type":129,"attrs":974},{"color":12},{"type":844},{"text":977,"type":22,"marks":978}," can also help you develop a strategy that will see the returns you desire.  ",[979],{"type":129,"attrs":980},{"color":12},{"type":764,"attrs":982,"content":983},{"level":766},[984],{"text":985,"type":22,"marks":986},"Why would you make a portfolio strategy? ",[987],{"type":129,"attrs":988},{"color":12},{"type":18,"content":990},[991],{"text":992,"type":22,"marks":993},"When approached in the right manner, a portfolio strategy can be instrumental in achieving specific financial goals. Strategy, in general, plays an important role in accomplishing any big task, and investment portfolios are no different.  ",[994],{"type":129,"attrs":995},{"color":12},{"type":18,"content":997},[998],{"text":999,"type":22,"marks":1000},"A portfolio strategy is beneficial to any investor who wants to be consistent in their pursuit of financial growth and diversify their investments in a legitimate, effective way. The right portfolio strategy makes it easier to track the progress of past and current investments while highlighting which areas have the most potential for growth.  ",[1001],{"type":129,"attrs":1002},{"color":12},{"type":764,"attrs":1004,"content":1005},{"level":766},[1006],{"text":1007,"type":22,"marks":1008},"What are the different types of portfolio strategies? ",[1009],{"type":129,"attrs":1010},{"color":12},{"type":18,"content":1012},[1013,1018,1027],{"text":1014,"type":22,"marks":1015},"While there are many different portfolio strategies to choose from, almost all of them can be placed into one of two distinct categories: ",[1016],{"type":129,"attrs":1017},{"color":12},{"text":1019,"type":22,"marks":1020},"active strategies and passive strategies",[1021,1024,1026],{"type":31,"attrs":1022},{"href":1023,"uuid":34,"anchor":34,"target":840,"linktype":36},"https://www.investopedia.com/news/active-vs-passive-investing/#:~:text=Active%20investing%20requires%20a%20hands,indexed%20or%20other%20mutual%20funds.",{"type":129,"attrs":1025},{"color":12},{"type":844},{"text":1028,"type":22,"marks":1029},".  ",[1030],{"type":129,"attrs":1031},{"color":12},{"type":18,"content":1033},[1034],{"text":1035,"type":22,"marks":1036},"Let’s take a closer look at each.  ",[1037],{"type":129,"attrs":1038},{"color":12},{"type":18,"content":1040},[1041,1047],{"text":1042,"type":22,"marks":1043},"Active investment portfolio strategies ",[1044,1045],{"type":38},{"type":129,"attrs":1046},{"color":12},{"text":775,"type":22,"marks":1048},[1049],{"type":129,"attrs":1050},{"color":12},{"type":18,"content":1052},[1053],{"text":1054,"type":22,"marks":1055},"Active investors are people who autonomously purchase and manage stocks on a regular basis. Active investment strategies typically relate to hot, current, or short-term investment decisions that may or may not come with a higher degree of risk than passive alternatives.  ",[1056],{"type":129,"attrs":1057},{"color":12},{"type":18,"content":1059},[1060],{"text":1061,"type":22,"marks":1062},"A portfolio that uses a largely active strategy is likely to contain investment types that focus on quantitative and qualitative factors. These also tend to require a more hands-on approach.  ",[1063],{"type":129,"attrs":1064},{"color":12},{"type":18,"content":1066},[1067],{"text":1068,"type":22,"marks":1069},"If you are an investor with a high risk tolerance and a desire for uncapped growth potential, you might be more inclined to choose a portfolio strategy that experiments with active strategies.  ",[1070],{"type":129,"attrs":1071},{"color":12},{"type":18,"content":1073},[1074,1080],{"text":1075,"type":22,"marks":1076},"Passive investment portfolio strategies ",[1077,1078],{"type":38},{"type":129,"attrs":1079},{"color":12},{"text":775,"type":22,"marks":1081},[1082],{"type":129,"attrs":1083},{"color":1084},"rgb(7, 55, 99)",{"type":18,"content":1086},[1087],{"text":1088,"type":22,"marks":1089},"Passive investment strategies prioritize the long haul. Instead of buying and selling securities as they rise or fall in popularity, passive investors choose to impose strict limits on the amount of movement within their investment portfolios in order to slowly and steadily build wealth over time.  ",[1090],{"type":129,"attrs":1091},{"color":12},{"type":18,"content":1093},[1094],{"text":1095,"type":22,"marks":1096},"Comparatively less risky than most active investment strategies, passive investments are perceived as more conservative and stable approaches, albeit with lower potential for growth.  ",[1097],{"type":129,"attrs":1098},{"color":12},{"type":18,"content":1100},[1101],{"text":1102,"type":22,"marks":1103},"If you are an investor who prides themselves on predictable outcomes and financial stability, you may choose a passive portfolio strategy to demonstrate your commitment to your deals.  ",[1104],{"type":129,"attrs":1105},{"color":12},{"type":764,"attrs":1107,"content":1108},{"level":766},[1109],{"text":1110,"type":22,"marks":1111},"5 portfolio strategy tips to help you grow your portfolio ",[1112],{"type":129,"attrs":1113},{"color":12},{"type":18,"content":1115},[1116],{"text":1117,"type":22,"marks":1118},"Portfolio growth and expansion are popular goals for successful investors. But if you lack experience in this competitive and unpredictable field, a few tips can go a long way. Here are five: ",[1119],{"type":129,"attrs":1120},{"color":12},{"type":1122,"attrs":1123,"content":1126},"ordered_list",{"order":1124},{"order":1125},1,[1127,1149,1177,1205,1240],{"type":783,"content":1128},[1129,1142],{"type":18,"content":1130},[1131,1137],{"text":1132,"type":22,"marks":1133},"Develop an understanding of market timing",[1134,1135],{"type":38},{"type":129,"attrs":1136},{"color":12},{"text":1138,"type":22,"marks":1139},"  ",[1140],{"type":129,"attrs":1141},{"color":12},{"type":18,"content":1143},[1144],{"text":1145,"type":22,"marks":1146},"The role that timing plays in investment strategy must be balanced. By boosting your knowledge of market predictions and financial forecasts for different companies and assets, you can become a more formidable investor with a portfolio that is as success-driven as it is diverse.  ",[1147],{"type":129,"attrs":1148},{"color":12},{"type":783,"content":1150},[1151,1163,1170],{"type":18,"content":1152},[1153,1159],{"text":1154,"type":22,"marks":1155},"Diversify your portfolio strategy ",[1156,1157],{"type":38},{"type":129,"attrs":1158},{"color":12},{"text":775,"type":22,"marks":1160},[1161],{"type":129,"attrs":1162},{"color":12},{"type":18,"content":1164},[1165],{"text":1166,"type":22,"marks":1167},"One of the best ways to grow your portfolio is not to be afraid of trying different strategies.  ",[1168],{"type":129,"attrs":1169},{"color":12},{"type":18,"content":1171},[1172],{"text":1173,"type":22,"marks":1174},"There is more than one way to reach your financial goals. Experimenting with both active and passive strategies will not only diversify your portfolio but also bolster your investment education.  ",[1175],{"type":129,"attrs":1176},{"color":12},{"type":783,"content":1178},[1179,1191,1198],{"type":18,"content":1180},[1181,1187],{"text":1182,"type":22,"marks":1183},"Establish your goals ",[1184,1185],{"type":38},{"type":129,"attrs":1186},{"color":12},{"text":775,"type":22,"marks":1188},[1189],{"type":129,"attrs":1190},{"color":12},{"type":18,"content":1192},[1193],{"text":1194,"type":22,"marks":1195},"Understanding the goal of your portfolio expansion can help you develop stronger, more comprehensive strategies for success.  ",[1196],{"type":129,"attrs":1197},{"color":12},{"type":18,"content":1199},[1200],{"text":1201,"type":22,"marks":1202},"Before settling on any particular strategies or setting hard goals, spend as much time as you can come to a clear understanding of your needs and preferred outcomes in the long run.  ",[1203],{"type":129,"attrs":1204},{"color":12},{"type":783,"content":1206},[1207,1219],{"type":18,"content":1208},[1209,1215],{"text":1210,"type":22,"marks":1211},"Get professional guidance ",[1212,1213],{"type":38},{"type":129,"attrs":1214},{"color":12},{"text":775,"type":22,"marks":1216},[1217],{"type":129,"attrs":1218},{"color":12},{"type":18,"content":1220},[1221,1226,1235],{"text":1222,"type":22,"marks":1223},"Getting ",[1224],{"type":129,"attrs":1225},{"color":12},{"text":1227,"type":22,"marks":1228},"matched with a professional financial advisor",[1229,1232,1234],{"type":31,"attrs":1230},{"href":1231,"uuid":34,"anchor":34,"target":840,"linktype":36},"https://www.unbiased.com/",{"type":129,"attrs":1233},{"color":12},{"type":844},{"text":1236,"type":22,"marks":1237}," is a smart way to ensure that your investment portfolio is always on track to success. With the expertise and connections that a professional financial advisor brings, your portfolio can become more diverse and effective in reaching your goals.  ",[1238],{"type":129,"attrs":1239},{"color":12},{"type":783,"content":1241},[1242,1254],{"type":18,"content":1243},[1244,1250],{"text":1245,"type":22,"marks":1246},"Make sure some of your portfolio is liquid ",[1247,1248],{"type":38},{"type":129,"attrs":1249},{"color":12},{"text":775,"type":22,"marks":1251},[1252],{"type":129,"attrs":1253},{"color":12},{"type":18,"content":1255},[1256],{"text":1257,"type":22,"marks":1258},"Having access to liquid assets is crucial for any serious investor.  If some of the investments in your portfolio underperform, you’ll be grateful that you have at least one or two securities that can be turned into liquid cash.  ",[1259],{"type":129,"attrs":1260},{"color":12},{"type":764,"attrs":1262,"content":1263},{"level":766},[1264],{"text":1265,"type":22,"marks":1266},"Should I create a diversified portfolio as part of my investment strategy? ",[1267],{"type":129,"attrs":1268},{"color":12},{"type":18,"content":1270},[1271],{"text":1272,"type":22,"marks":1273},"In short, yes, creating a diversified portfolio is one of the most common investment portfolio strategies used to spread or reduce risk. By investing in different asset classes, such as real estate, stocks, and bonds, you can reduce the financial impact if one of your investments fails to yield the expected returns. Creating a diversified portfolio allows you to build a buffer against market swings, recessions, and other economic factors that negatively affect your investments.  ",[1274],{"type":129,"attrs":1275},{"color":12},{"type":764,"attrs":1277,"content":1278},{"level":766},[1279],{"text":1280,"type":22,"marks":1281},"How can I align my investment strategy with my financial goals? ",[1282],{"type":129,"attrs":1283},{"color":12},{"type":18,"content":1285},[1286,1291,1300],{"text":1287,"type":22,"marks":1288},"Your portfolio strategy should reflect your short and long-term objectives. You need to determine what you are saving for and the length of time that you have to see returns. For example, if you’re saving for a major purchase, your strategy should align with this and will probably include higher risk, higher return short-term investments. But if you’re saving for retirement, you can opt for long-term ",[1289],{"type":129,"attrs":1290},{"color":12},{"text":1292,"type":22,"marks":1293},"investments with minimal risk",[1294,1297,1299],{"type":31,"attrs":1295},{"href":1296,"uuid":34,"anchor":34,"target":840,"linktype":36},"https://www.unbiased.com/discover/investing/safest-investments",{"type":129,"attrs":1298},{"color":12},{"type":844},{"text":1301,"type":22,"marks":1302},". ",[1303],{"type":129,"attrs":1304},{"color":12},{"type":764,"attrs":1306,"content":1307},{"level":766},[1308],{"text":1309,"type":22,"marks":1310},"What role does asset allocation play in my investment strategy? ",[1311],{"type":129,"attrs":1312},{"color":12},{"type":18,"content":1314},[1315],{"text":1316,"type":22,"marks":1317},"Asset allocation involves deciding how to distribute your investments among different asset classes. It forms a critical part of your investment strategy and your portfolio construction as it allows you to create a balance between high and low risk investments to ensure you meet your goals. ",[1318],{"type":129,"attrs":1319},{"color":12},{"type":764,"attrs":1321,"content":1322},{"level":766},[1323],{"text":1324,"type":22,"marks":1325},"Are there tax considerations for my investment strategy? ",[1326],{"type":129,"attrs":1327},{"color":12},{"type":18,"content":1329},[1330,1335,1344],{"text":1331,"type":22,"marks":1332},"Taxes can impact the returns on your investments and will differ depending on the investment type, where you’re based in the US, and whether you have any ",[1333],{"type":129,"attrs":1334},{"color":12},{"text":1336,"type":22,"marks":1337},"foreign investments",[1338,1341,1343],{"type":31,"attrs":1339},{"href":1340,"uuid":34,"anchor":34,"target":840,"linktype":36},"https://www.thebalancemoney.com/how-to-calculate-and-pay-taxes-on-foreign-investments-1978953",{"type":129,"attrs":1342},{"color":12},{"type":844},{"text":1345,"type":22,"marks":1346}," in your portfolio. You need to consider tax-efficient strategies, such as tax-advantaged accounts, to ensure you minimize what you owe the state or federal government - or both.  ",[1347],{"type":129,"attrs":1348},{"color":12},{"type":764,"attrs":1350,"content":1351},{"level":766},[1352],{"text":1353,"type":22,"marks":1354},"How often should I review and adjust my investment strategy? ",[1355],{"type":129,"attrs":1356},{"color":12},{"type":18,"content":1358},[1359],{"text":1360,"type":22,"marks":1361},"Strategic portfolio management is crucial to your success and involves regularly reviewing your investments to ensure that you’re getting the maximum returns. It’s best to review your strategy at least once a year, but it’s also good practice to do so whenever your financial position changes or you have new investment goals. This will ensure that you maintain your portfolio and that it aligns with your needs. ",[1362],{"type":129,"attrs":1363},{"color":12},{"type":764,"attrs":1365,"content":1366},{"level":766},[1367],{"text":1368,"type":22,"marks":1369},"The bottom line ",[1370],{"type":129,"attrs":1371},{"color":12},{"type":18,"content":1373},[1374],{"text":1375,"type":22,"marks":1376},"Portfolio management and construction are both important aspects of investing. Well-managed portfolios perform better and generally result in more sustainable financial growth. With these tips, you can develop a sound portfolio management strategy that considers all aspects of portfolio construction, not just the assets themselves.  ",[1377],{"type":129,"attrs":1378},{"color":12},{"type":18,"content":1380},[1381,1387,1396],{"text":1382,"type":22,"marks":1383},"If you need help with your portfolio strategies and investments, let Unbiased ",[1384,1385],{"type":38},{"type":129,"attrs":1386},{"color":12},{"text":1388,"type":22,"marks":1389},"match you with a financial advisor",[1390,1392,1393,1395],{"type":31,"attrs":1391},{"href":1231,"uuid":34,"anchor":34,"target":840,"linktype":36},{"type":38},{"type":129,"attrs":1394},{"color":12},{"type":844},{"text":1397,"type":22,"marks":1398},". An advisor can ensure that your portfolio works for you, both in the short and long term.",[1399,1400],{"type":38},{"type":129,"attrs":1401},{"color":12},"article-rich-text",[1404],{"_uid":1405,"image":1406,"title":1409,"component":1421,"breadcrumbs":558},"ac69225c-2d00-4e47-a606-6d1fbe916c3e",{"alt":12,"name":12,"title":12,"filename":1407,"copyright":12,"fieldtype":1408},"https://a.storyblok.com/f/185166/2180x1453/01ca594e7c/portfolio-strategy.webp","asset",{"type":15,"content":1410},[1411],{"type":18,"content":1412},[1413,1419],{"text":1414,"type":22,"marks":1415},"Portfolio strategies",[1416],{"type":25,"attrs":1417},{"class":1418},"primary-gradient",{"text":1420,"type":22},": what is a portfolio, and how do you grow yours?","app-hero",{"name":1423,"created_at":1424,"published_at":1425,"updated_at":1426,"id":1427,"uuid":1428,"content":1429,"slug":1439,"full_slug":1440,"sort_by_date":34,"position":1441,"tag_list":1442,"is_startpage":543,"parent_id":1443,"meta_data":34,"group_id":1444,"first_published_at":1445,"release_id":34,"lang":730,"path":34,"alternates":1446,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Rachel Carey","2023-03-28T10:05:08.718Z","2025-01-28T12:05:49.815Z","2025-01-28T12:05:49.832Z",283076789,"b4ce951f-89c7-4ef6-97a8-709dc6d856e1",{"job":1430,"_uid":1431,"name":1423,"image":1432,"component":1435,"education":1436,"expertise":1437,"description":1438},"Senior Content Writer","a6e3129c-eeee-4438-8204-797883981521",{"id":1433,"alt":12,"name":12,"focus":12,"title":12,"filename":1434,"copyright":12,"fieldtype":1408,"is_external_url":543},7792663,"https://a.storyblok.com/f/185166/1199x1257/2401746255/rachel-carey.jpg","article-author","Griffith College Dublin, MA (Hons) in Journalism & Media Communications","Rachel brings over a decade of experience in media, including SEO content writing, marketing, public relations, and broadcast and print journalism.","Rachel is a Senior Content Writer at Unbiased, producing content across a range of different sectors, including personal finance, retirement, and investing. She specializes in simplifying intricate financial terms into clear, engaging content tailored for both B2C and B2B audiences.","rachel-carey","authors/rachel-carey",-10,[],224651374,"024abff2-15a6-4099-8ba2-25c01abe42e8","2023-04-03T07:50:42.397Z",[],[],{"title":1449,"plugin":1450,"og_image":12,"og_title":12,"description":1451,"twitter_image":12,"twitter_title":12,"og_description":12,"twitter_description":12},"Portfolio Strategy | Unbiased","seo_metatags","Explore the world of portfolio strategy. Learn more about managed portfolios and optimizing them to navigate the complexities of investment markets. ","app-article",[],"Explore how a portfolio strategy creates a roadmap for managing and diversifying investments to achieve your financial goals.",[],"portfolio-strategy","discover/investing/portfolio-strategy",90,[],365491304,"cc44481b-02cb-4fff-be9d-717fca92cdf7","2023-12-05T15:04:19.221Z",[],{"left":727,"top":727,"width":1465,"height":1465,"rotate":727,"vFlip":543,"hFlip":543,"body":1466},24,"\u003Cpath fill=\"currentColor\" d=\"M3.71 16.29a1 1 0 0 0-.33-.21a1 1 0 0 0-.76 0a1 1 0 0 0-.33.21a1 1 0 0 0-.21.33a1 1 0 0 0 .21 1.09a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1 1 0 0 0 .21-1.09a1 1 0 0 0-.21-.33M7 8h14a1 1 0 0 0 0-2H7a1 1 0 0 0 0 2m-3.29 3.29a1 1 0 0 0-1.09-.21a1.2 1.2 0 0 0-.33.21a1 1 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1 1 0 0 0-.21-.33M21 11H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2M3.71 6.29a1 1 0 0 0-.33-.21a1 1 0 0 0-1.09.21a1.2 1.2 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a1 1 0 0 0 1.09-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1.2 1.2 0 0 0-.21-.33M21 16H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2\"/>",[1468,1471,1472],{"title":1469,"exact":558,"href":1470},"Home","https://www.unbiased.com",{"title":282,"exact":558,"to":295,"disabled":543},{"title":750,"exact":558,"to":1473,"disabled":558},"/discover/investing/portfolio-strategy",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":1475},"\u003Cpath fill=\"currentColor\" d=\"m181.66 133.66l-80 80a8 8 0 0 1-11.32-11.32L164.69 128L90.34 53.66a8 8 0 0 1 11.32-11.32l80 80a8 8 0 0 1 0 11.32\"/>",1777712175497]