• An investment portfolio consists of two parts:
  • The composition of a core portfolio is directly proportional to your age.
  • Diversify across sectors as much as possible with a particular focus on finance (high growth)
  • To build your portfolio, use the strategies below. They represent different stages
  • As a portfolio grows in size, keep in mind the following sizing stages:
    • Inception stage
      • Do not worry about buying and selling
      • Do not worry about alpha returns
    • Mid-sized stage
    • Large-sized stage
      • Build investment habits and systems