How diversified is your portfolio today?

A strategic investment portfolio can help you protect and grow the value of your riches over the long-term. Such a portfolio is designed to sustain and enhance your wealth for generations.

Check if your investments are diversified enough to mitigate risk.

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How many sectors are you invested in?

  • Single Sector

  • Two to Four

  • More than Four

Is your portfolio highly exposed to market declines?

  • Yes, very much

  • Somewhat

  • My portfolio has a low correlation to the market

Is your portfolio composed entirely of traditional asset classes (Stocks and bonds)?

  • Yes, I only invest in stocks and bonds

  • No, I have a small exposure to other asset classes

  • I have a healthy balance among major asset classes

Are you diversified within each asset class you are invested in?

  • I only have a single investment under each asset class

  • Two to four investments for each asset class

  • Five and above for each asset class

Do you invest in both domestic markets and international markets?

  • Only domestically

  • Only a small portion invested in global markets

  • A significant portion of my portfolio is invested in global markets

Do your investments have a high level of correlation between them?

  • Yes

  • No

  • My portfolio has a low correlation to the market

Are your investments diversified by investment horizon?

  • No, I only focus on short-term investments

  • Yes, my portfolio is somewhat diversified between short-term and long-term investments

  • Yes, my portfolio is adequately invested in short-term, medium-term and long-term investments

Is a significant portion of your portfolio invested in a single sector, industry or entity?

  • Yes, most of my investments are in a specific sector

  • Somewhat

  • No, my portfolio is divided adequately between different sectors/ industries

Does your portfolio have any exposure to alternative assets (e.g. illiquid markets such as private equity, real estate, and private credit)?

  • No, I only invest in traditional/ liquid assets

  • Yes, however my exposure to alternative asset classes is limited

  • Yes, I have sufficient exposure to alternative asset classes

Is your portfolio diversified by vintage (i.e. were most of your investments made around the same time or were they staggered over a longer period)?

  • Most of my investments were made in a single year

  • My investments were made in a few intervals over more than one year

  • I tend to invest regularly over time

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Contact Us

Manama Office:

9th Floor, Al Zamil Tower 305 Government Avenue Manama, Bahrain

bahrain flag+973 1757 8000

Dubai Office:

Central Park Towers DIFC Level 21, Office 21-43 Dubai, United Arab Emirates

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Riyadh Office:

Suite 102, Signature Center Prince Turki bin Abdulaziz Al Awwal Road, Hittin Riyadh 13512-2110, Saudi Arabia

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The Family Office Co. B.S.C (c) is licensed as a category 1 Investment Firm by the Central Bank of Bahrain C.R.No.53871 dated 21/6/2004. Paid Up Capital: US$ 10,000,000. P.O. Box 18024, Manama, Bahrain.

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