33 min

Building an investment portfolio Get Started Investing

    • Business

What does it take to build a great portfolio?
This episode we debunk the myth that you need to be an expert to build a great portfolio. The truth is, it's simple, as long as you're dedicated, do your own research and are prepared to have some fun. We discuss the simple building blocks that we think are fundamental to building a portfolio and that are achievable for the beginner.
In this episode you will learn:
What is an investing portfolioThe 4 pillars for building a portfolio - goals, risk, diversify and allocateImportance of having a strategy or at least end goalHow to set personal investing goalsThinking about riskHow to identify your risk profileDiversifying assets: 5% rule & Perfect portfolioImportance of asset allocation:Do you keep some cash available to put into the market when it drops?How much of your portfolio should be made up of individual stocks vs. ETFs or LICs.For a beginner would a heavier focus on the latter be appropriate?Diversification and rebalancing your portfolio Want more?
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more.
Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/

Hosted on Acast. See acast.com/privacy for more information.

What does it take to build a great portfolio?
This episode we debunk the myth that you need to be an expert to build a great portfolio. The truth is, it's simple, as long as you're dedicated, do your own research and are prepared to have some fun. We discuss the simple building blocks that we think are fundamental to building a portfolio and that are achievable for the beginner.
In this episode you will learn:
What is an investing portfolioThe 4 pillars for building a portfolio - goals, risk, diversify and allocateImportance of having a strategy or at least end goalHow to set personal investing goalsThinking about riskHow to identify your risk profileDiversifying assets: 5% rule & Perfect portfolioImportance of asset allocation:Do you keep some cash available to put into the market when it drops?How much of your portfolio should be made up of individual stocks vs. ETFs or LICs.For a beginner would a heavier focus on the latter be appropriate?Diversification and rebalancing your portfolio Want more?
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more.
Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/

Hosted on Acast. See acast.com/privacy for more information.

33 min

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