Diversifying Your Portfolio: Why (and How) Should You Invest in Small Businesses?

Diversifying Your Portfolio: Why (and How) Should You Invest in Small Businesses? image
Published May 5th, 2024 in Small Business, Investment, Investment Education

Gone are the days when investing meant choosing between stocks and bonds. In New Zealand, innovative platforms like Sharesies democratize stock investing, crowdfunding campaigns fuel creativity, and property investments provide solid, physical assets. Amidst these exciting options, investing in small businesses stands out for its high potential returns and community impact. This guide will show you why diversifying your portfolio with small businesses can be a game-changer and how to do it effectively.

Why Invest in Small Businesses?

1. Higher Potential Returns

One of the most exciting reasons to invest in small businesses is the potential for higher returns. Small businesses, especially startups, often have significant growth potential. While they come with higher risks compared to established companies, the rewards can be substantial if the business succeeds.

2. Diversification

Diversification is a cornerstone of a resilient investment strategy. By spreading investments across various assets, you mitigate risks. Including small businesses in your portfolio means you are not solely dependent on the performance of the stock market. This diversified approach can provide more stability and reduce overall risk.

3. Supporting Local Economy

Investing in small businesses supports local economies and communities. Your investment can help create jobs, foster innovation, and contribute to the economic health of your region. This sense of contribution can be a surprisingly satisfying aspect of your investment strategy.

4. Personalized Investment Opportunities

Unlike public companies, investing in small businesses often allows for more personalised and direct involvement. You can leverage your expertise, network, and experience to help the business grow, adding value beyond just your financial investment.

5. Ethical & Impact Investing

Investing in small businesses also opens doors to ethical and impact investing. This means putting your money into companies that prioritise social and environmental responsibility. By supporting businesses that align with your values, you’re not only aiming for financial returns but also contributing to positive societal change. This approach can be particularly rewarding, knowing your investment is making a difference.

How to Invest in Small Businesses Wisely

1. Research Thoroughly

Before investing, it’s crucial to conduct thorough research. Understand the business model, market potential, competitive landscape, and the management team. Look for businesses with a clear value proposition and a solid plan for growth. Read more about this here.

2. Assess the Risks

Every investment carries risk, but small businesses tend to have higher variability. Assess the risks carefully. Consider the industry, the financial health of the business, and potential market challenges. It’s essential to balance potential rewards against these risks.

3. Diversify Your Small Business Investments

Just as you diversify your overall portfolio, diversify within your small business investments. Spread your investment across different sectors and business types to mitigate the risk associated with any single investment.

4. Leverage Investment Platforms

Websites like InvestaMatch offer a varied selection of small business opportunities, providing you with a streamlined way to find and evaluate potential investments. These platforms often offer additional resources, such as expert advice, to help you make informed decisions.

5. Monitor and Support Your Investments

After investing, stay involved. Monitor the business's performance regularly and be available to offer support or advice. Your involvement can significantly impact the success of the business and, consequently, the returns on your investment.

To Sum Up

Investing in small businesses can be a rewarding addition to your investment portfolio. It offers the potential for high returns, diversification, and the satisfaction of contributing to the local economy. However, it’s essential to approach this investment strategy with thorough research, risk assessment, and ongoing involvement.

By leveraging investment platforms and diversifying your small business investments, you can make informed decisions that align with your financial goals and risk tolerance. Start exploring small business investment opportunities on InvestaMatch today and take a proactive step towards a diversified and resilient investment portfolio.

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