Time for a portfolio health check?

Typically, we don’t hesitate in buying health insurance. Our working theory is that we will remain healthy – forecasting a broken leg or a spell in hospital is not what rationale people do. But insuring for that risk is justified given our risk tolerance is not symmetrical. In buying health insurance we are implicitly calculating that the cost of monthly premiums is cheaper than the low probability of having months of expensive doctors’ bills.

Transporting this prudent behaviour into portfolio management by exploring protection is akin to choosing which health insurance premium is best – it is not free, but our tolerance for loss is limited.

Read our latest investment insights paper, Insurance Protection to look after your portfolio health, to find out more.

 

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