Tips To Relax with Your Investments

How would more wealth change your life? You can achieve increased wealth building by creating sound, disciplined habits and making small changes in managing your money. All that is needed is a shift in your thinking to start experiencing financial success.

Shifting your thoughts and actions can be challenging when you are set in your ways and actively resist change and how it can benefit your life. Begin the process by defining a clearly stated wealth objective and implementing an investment strategy.

Whether it’s $10,000, $50,000, $100,000, or one million that you want, know that consistent growth of your money starts when you make your money work for you. – Bonnie Gortler

Suppose you are currently in the position of overseeing your investments. In that case, it’s wise to have a flexible strategy that allows you to exit quickly to reduce your exposure if you want to manage your risk. You do this by focusing on safety and capital preservation, which will help you avoid the worst time and significant losses. You want to be prepared and confident that your portfolio can endure over the long term when and if there is a stock market decline.

It is also important to focus on creating a portfolio that suits your lifestyle, dreams, and time frame while supporting your personal goals and objectives. For example, take time to review your investment portfolio regularly or get it analyzed by a trained professional. When seeking the advice of an investment professional, be ready with your specific questions and request to have a one-on-one conversation at least two times a year.

Check if simple changes could increase your potential returns when reviewing your portfolio. One way to do this (that most people don’t do) is by having the discipline to take a small loss. Most investors often hold on too long when their investments are not profitable.

Being prepared helps you become more comfortable with investing. Make your investment decisions with the current trend of the market. Your risk is higher when you go against the trend. Following simple strategies and learning when the probabilities are higher within a positive market climate will make it easier to make money and help you relax with your investments.

7 Tips to Relax with Your Investments

1. Set clear goals and objectives for your investing success. Follow an investing strategy that feels good to you.
2. Create an investment plan that includes risk management, a strategy when you buy and sell.
3. Be intentional with a plan to guide your decision-making. Create a plan that includes safety and capital preservation. I’m here to guide you if you need support.
4. Track your portfolio to know what is or isn’t performing well. You can easily watch your investments to see how they perform on the internet or your phone.  One of my favorite free resources is Yahoo Finance. Another option, if you have an iPhone, is the application “Stocks.” Learn more in my book Journey to wealth and my free masterclass.
5. Review your portfolio at least once a month to see if any individual stock, exchange-traded fund (ETF), or bond holding is overweight in your portfolio. Investments with a large percentage of holdings will have a higher impact on your portfolio.
6. Diversify your investment portfolio to include a broad mix of stocks and bonds. Most of the time, this action will reduce volatility in your portfolio. As you grow older, it’s a good idea to move your assets into less-risky investments. A quick rule of thumb is to have an allocation to bonds that is equal to your age.
7. Have a liquid portfolio. The stock market can move very fast. Something you might not have expected could occur, and you may want to be in a position where you can make a change in your portfolio.

Shifting your mindset can help you feel good about your money and thereby increase your wealth potential (think about how calm you are when you have money whenever you need it). Start as early as you can building a solid foundation for growing your wealth. You set yourself up for financial freedom by taking responsibility for your money, so work diligently to find an investing style that feels right for you now and for your future. It’s wise to know what investments are in your portfolio. These simple changes within your investment strategy can make a significant impact when growing your wealth and allow you to relax when it comes to your investments.

If you like this article you will love my free master class Charting Strategies to Cut Risk and Trade with the Trend. Get it here

Bonnie S. Gortler

Bonnie Gortler, a Consultant, Coach, and Author, is a Wealth & Well-Being expert with over 35 years of experience in managing multi-million-dollar client portfolios at a top-rated investment firm. As the author of Journey to Wealth, Bonnie is dedicated to teaching the importance of risk management and achieving true financial well-being by integrating both the technical and mental aspects of investing. With an M.B.A. and certification as a life coach, Bonnie combines her passion for coaching, consulting, and blogging to inspire people globally. Her powerful techniques and winning mindset help others experience personal growth and financial success. Explore wealth-building tips, personal development strategies, and more at BonnieGortler.com, and discover how you can enhance your wealth and well-being.  


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