- Diversify your portfolio while keeping costs low
- Be disciplined as you have less room to experiment or make mistakes
- The platforms that offer the best value for money
If you have been investing for years, it's likely that the value of your overall investment portfolio has grown to a sizeable sum. However, you might also start a new portfolio for a number of reasons, for example setting up a fund for children or grandchildren, building up a separate pot of money for a specific purpose or trying out a new strategy with a portion of your assets. Or you may be a new investor seeking to start the saving process for the first time.