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What is the secret to good investment management?

Qual é o segredo para uma boa gestão de investimentos?

What is the secret to good investment management?

The tokenized economy is bringing to the budget of an increasing number of people the possibility of investing with the possibility of earning more with a diversity of products. But how is it possible to manage investments well?

This is the recurring question and it is independent of the level of tokenization of the economy that we currently have, as it is linked to the ability to deal with so many variables that we know – economy, exchange rate, sector performance, interest rates and others.

With the token increasingly present in the investment world, we will deal with increasingly surprising scenarios and possibilities that are impossible in the traditional market.

There are essential strategies for effective investment management, important precautions for the investor’s daily life and we will talk about them.

BLOCKBR, a company that develops tokenization infrastructure, will show you how to set up a well-managed investment portfolio and obtain incredible results!

WHAT EVERY INVESTOR SHOULD KNOW BEFORE STARTING

First of all, you need to prepare yourself to be an investor, with premises that will guide management and investment decisions. Let’s talk about them.

WHAT ARE THE FINANCIAL OBJECTIVES

The first step to investing in a structured way is to define personal and professional goals where the investments will be used. All planning must be perfectly in tune with them – earnings estimates, investment horizon and asset portfolio.

WHAT IS YOUR INVESTOR PROFILE

Knowing your own investment profile is essential for making financial decisions based on your relationship with earnings levels, risk tolerance and expected future use of capital.

In our article on investor profiles, you can learn the details of each one and how to develop an investing mindset – essential to prosper in investments.

STUDY THE MARKET CONTINUOUSLY

Investor success is directly linked to market knowledge to make more up-to-date and safer decisions.

To study and understand the world of investments, there is a lot of qualified and simple content on the internet, far from finance, such as BLOCKBR Education, and the BLOCKBR Content Center.

The world of investments has never been so dynamic and being informed and updated is a fundamental skill!

LET’S TALK ABOUT SOME INVESTMENT STRATEGIES

BALANCE BETWEEN RISK AND RETURN

More profitable financial products are associated with high risk and long terms. Equating these variables is the main task of efficient investment management, as the entire efficiency of the results will depend on it.

It is necessary to study the characteristics of each asset before choosing those that fit your personal objectives and always respecting your own investor profile. Otherwise, possible losses can cause frustration, as a result of exaggerated expectations or overlooked risks.

MARKET ANALYSIS AND DECISION MAKING

This is permanent work (as we highlighted in the importance of studying the market) to know how the investment portfolio should be managed and the role of data and information is fundamental.

The economic environment directly influences (and at different levels) the performance of all types of investments. It could be the impact of the fall in the Selic rate [067-148] on fixed income assets or the performance of agribusiness affecting the shares of companies in the sector.

Monitoring economic and market movements and listening to experts’ opinions prevents the surprise of an unexpected loss or the disappointment of a lost opportunity.

A phenomenon that is revolutionizing the investment market is the tokenization of assets, providing democratic access to an ever-increasing variety of applications in physical and financial assets and projects.

This is a movement that should not be ignored!

PORTFOLIO DIVERSIFICATION

An efficient financial portfolio is the main objective of investment management, as it will be the source of all results, positive or not – and must be managed with extreme care.

See some of the care and results of a well-managed investment basket.

  • Diversify risk and return levels to reduce exposure to losses;
  • Reduce portfolio volatility by balancing potential gains;
  • Create new opportunities in assets and markets;
  • Allow higher risk applications with a balanced portfolio;
  • Constantly monitor to anticipate and mitigate risks;
  • Balancing potential gains with new opportunities such as dollar investment and real estate tokenization.

Investment diversification does not eliminate risk, but effective management foresees difficult scenarios and mitigates the consequences with the strategy of diversifying assets.

PORTFOLIO DIVERSIFICATION
Image: Canva

INNOVATION STRATEGY: BLOCKBR IN ASSET MANAGEMENT

No investment management nowadays can do without an essential strategy: looking at the possibilities that digital assets provide.

Tokenizing is the turning point for an extraordinary way of investing and the advantages of investing in tokens are many:

  • The fractionalization of tokenized assets allows investing with low initial values and a wide range of products;
  • There are tokens in all market sectors, public and private securities, commodities, goods and business projects;
  • Blockchain security and smart contract transparency;
  • 24×365 availability to invest in tokens from any region on the planet.

An excellent option for efficient token investment management is BBR Management, BLOCKBR’s investment consultancy, focused on creating token portfolios that reflect investor expectations in the new times!

BLOCKBR is a fintech specialized in building infrastructure that allows a simplified migration to tokenization, meeting the needs of a highly regulated environment.

Our main mission is to develop autonomy for the capital market so that it can move, grow and potentially access digital assets. We develop legal and technological solutions that create opportunities and simplify the way in which financial services will operate, from the structuring and new roles of the agents involved to the management and supply of these assets, generating efficiency, lower costs and greater speed of liquidity.

We take care of the entire technological infrastructure for tokenization and regulation, simplifying your life so that you can take care of your customer relationship.

TOKENIZE ASSETS WITH BLOCKBR AND BOOST YOUR RESULTS!

Tokenization is a reality in the market, with an increasing number of companies and people generating revenue with tokens. Recent actions by BACEN and the digital real[067-104]are increasing the credibility of the technology.

For the success of your project, it is essential to have an adequate and efficient tokenization infrastructure, comprising:

  • Technical, fiscal and legal feasibility study;
  • Issuance of tokens and smart contracts with transparent governance;
  • Distribution of tokens on a simple and secure sales platform;
  • Efficient and assertive tokenization governance.

Discover BLOCKBR’s infrastructure work for regulated and unregulated markets through an All-In-One platform that offers interoperability between assets and investors.

You don’t want to see your competitor get ahead to make more money.

Or do you want to?

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