8. Building a portfolio | 12 Steps to Get Started Investing

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What is a portfolio? And how do you create one? Essentially it’s a collection of investments. The financial products you invest in, make up your portfolio. Importantly, it shouldn’t be random- there are simple principles guide building a portfolio. All to make sure it actually works for you and your goals. In this episode you will learn: · What is a portfolio? · What to think about: goal, time horizon, risk tolerance · The importance of diversification · How we approach our portfolios: Core & Satellite · Other ways to construct a portfolio This is Part 8 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.…