1. Determine the objective of the portfolio

2. Minimize investment turnover

3. Don’t spend too much on an asset

4. Never rely on a single investment

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As the old adage goes, “Don’t put all your eggs in one basket.” The key to a successful portfolio is diversifying investments.                                                      When some investments are in decline, others may be on the rise. Holding a broad range of investments helps to lower the overall risk for an investor.