|2.||部份離開投資舒適區, 可能是維持或縮減原本的舊投資組合, 把財務資源一步步加入在新投資組合當中|
Investment comfort zone is an investor in an investment accustom to a certain investment actions or investment sectors. Investors may stay comfortable and neglect the sense of crisis.
Investment interia: When investors build up an investment comfort zone(s), they tends to stay inside in it(tehm) and do not wish to leave this investment comfort zone.
For instance,investors accustom to invest dividend stocks are tend to stay in this investment comfort zone and do not wish to leave it.
To leave this investment comfort zone, investors need to:
1.have courage of leaving investment comfort zone,
2. have determination and perseverance to learn new skills to widen the circle of competence.
The following table summarise 3 ways to leave investment comfort zone due to investment environment changes.
|Strategy||Leaving Investment comfort zone approach|
|1.||Completely leaving the investment comfort zone and start new investment|
|2.||Partially leaving the investment comfort zone, maintain or downsize the original old investment portfolio and gradually put the financial resource into new investment portfolio|
|3.||Not leaving the investment comfort zone, still stay in the original investment portfolio|