Investment Portfolios and Financial Instruments with Steve Sorensen


Investments are a very common part of every individual’s life; people earn to make investments and make investments to earn – it is a two way process. There are innumerable ways of making investments and the same amount of places to make investments. Most of them fall under the category of direct investment; Portfolio Investment is however, a little different from them.

Portfolio investment is considered to be a more passive form of investment of securities in a portfolio. This kind of investment, like any other investment is made with the expectation of getting profitable returns also known as ‘expected returns’. These financial issues are best explained and dealt with by professionals and experts who deal in this day in and day out.

Steve Sorensen became a partner with the Williams & Connolly in 2013, as an expert who represents whistle blowers before the IRS and Securities and Exchange Commission. He is an adept in several financial instruments and holds the reputation of having represented some of the largest global financial institutions.

The primary characteristic of portfolio investment is that involves the taking of a sizable stake in a particular company and participating in that company’s day to day activities, if possible. Assets such as stocks, corporate and government bonds, REITs or Real Estate Investment Trusts, Treasury Bills, ETFs or Exchange Traded Funds, certificates of deposit as well as mutual funds, are all considered within the span of Investment portfolio.

The other minor things that are included in this type of investment are physical investments and commodities such as land, timber, real estate, physical derivatives such as warrants and futures. There are many other investment procedures and financial instruments the information of which can be easily got from Steve Sorensen an expert at handling all such things related to finance. He works with investors and helps them recover their losses that they might have encountered due to some kind of malpractice or fraud.

The institutional investors of investment portfolio need to be for a long term so that there is a match between its assets and liabilities. The individual circumstances of an investor are largely responsible for the kind of investments that are made in the portfolio. Those individuals or companies that have a greater capacity of risk tolerance should consider investing in stocks, real estate, and international securities and options.

Studies reveal that these risks should be weighed keeping in mind the financial goals of the investors and the time horizon. It is hence that the more conservative investors should consider investing in government stocks and bonds that belong to big and reputed companies. Again, a high risk tolerance individual may want to avoid risky growth stock because they would soon be reaching their retirement age.

Thus, those investing with the purpose of saving for retirement should be more focused on a mixed kind of portfolio that includes low-cost investments of all types. Since, any sort of investment needs to properly contemplated on prior to taking the action, it is crucial that an expert always be consulted in the matter.

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