Portfolio Construction - Ep. 5 - Barita Master Class

In the final Master Class episode, Haughton Richards, Senior Investment Strategist at Barita Investments ties all we have learned together, in order to construct an investment portfolio. Please note this video was shot in early March 2020, before the pandemic affected Jamaica. The Creation of a Portfolio • Risk profile Definition Qualitative component Quantitative component • Components of risk profile Willingness Ability • Types of risk profile Aggressive Moderate Conservative • Portfolio Definitions • Portfolio Themes Capital Appreciation Capital Protection Cash Generation • Constructing the portfolio Determine Risk Profile Asset Selection Determine Weightings Implement portfolio Re-Evaluate and reassess