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Ideas to help protect and grow your portfolio

Whether you're just starting out with your first mutual fund or you're an experienced investor, Wells Fargo has the knowledge and experience to assist you as you approach the investing world.

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How much cash should I hold in my portfolio? 

What role can cash play in your investments?

Learn more about cash

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Four steps of successful investing

In the face of uncertainty, focus on the basics.

Read about the four steps

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How do I determine my risk tolerance? 

You may be willing to take risk, but can you afford to?

Know your risk tolerance

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Can diversification help manage risk and return? 

A diversified portfolio may generate more consistent returns.

Read about diversification

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Why include bonds in your portfolio? 

Five issues to consider and defensive ideas for today. 

Read more about bonds

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Portfolio performance — Evaluating returns 

Five issues for investors to consider in their portfolio.

Understand your asset mix

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Sustainable investing — Investing with a purpose

Investors seek to align their investments with their values.

Invest in your values