Skip to content
English
  • There are no suggestions because the search field is empty.

How do I determine which companies to include in my portfolio?

You and your financial advisor should determine which companies to include in your portfolio. , or elect the Auto Allocation option. In the Auto Allocation program, iSelect will allocate to companies on your behalf.

Studies conducted by the Ewing Marion Kauffman Foundation* and others indicate, however, that a portfolio should include 15 or more companies.

Always remember that, for every ten start-up companies, most will fail and positive returns will arise almost entirely from one or two companies.  No one, no matter how skilled, can predict the winners ahead of time.  Please also see WHAT CAN I DO TO MITIGATE THE HIGHER RISK ASSOCIATED WITH EARLY-STAGE COMPANIES?

*http://sites.kauffman.org/pdf/angel_groups_111207.pdf