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Build your portfolio
Define your goals - are you aiming for growth, income, or a mix of both? Your answer may vary depending on your stage in life and what you are trying to achieve. Picking your own investments means you can change the proportion of growth-focused and income-generating investments as your needs change.
Diversification
Choosing a mix of different investments, industries and geographies can spread your risk. This can help protect against market declines - if one area falls another might rise. Here are a few factors to consider when diversifying your investments:
- Investment/asset types: spread investments across different asset types (e.g., shares, bonds) to mitigate risk. Each investment type reacts to different market conditions.
- Funds or ETFs: invest in funds or Exchange-Traded Funds, which spread money across many underlying investments in a single fund.
- Geographies: consider different geographies for investments, such as the UK, US, Europe, or further afield.
- Investment options: select individual companies in diverse locations or choose a fund or ETF tracker that includes elements from one or multiple countries within a single investment.
- Themes or sectors: consider choosing a mix from various themes or sectors like retail, technology, energy, and property to broaden your portfolio.
- Company sizes: consider a mix of larger, established companies and smaller, emerging ones.
- Growth vs. income: based on your investment objectives, balance your growth and income-focused investments.
Investment types
We offer five broad investment types for you to choose from:
Investment shortlists to help selection
Select List of funds: chosen by experts at FE Fundinfo, the Select List offers a range of options for growth, income, or a mix of both. Choose funds to balance your objectives and risk tolerance.
Control your risk by targeting specific countries from developed or emerging markets.
ETF quicklist: we've collaborated with iShares by BlackRock to offer a shortlist of ETFs covering various countries and themes.
Regular investing
You could set up a regular investment plan to help smooth out the peaks and troughs of the market.
You can change the amount to suit your circumstances, increasing or reducing as needed. Regular investments are commission free!
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Research the market
Read the latest market news, search different investments and track their performance.
International trading
Take advantage of multiple international markets, with no trading commission.
Understanding risk
Understand what investment risk is and how to manage it for your investments.
Important legal information
Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.
