
Summary of Steps to a Suitable Portfolio
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Summary of Steps to a Suitable Portfolio
This course showed you in brief how to design a successful portfolio that helps you reach your investment goals.We covered five essential steps to matching your portfolio to your goals and keeping it balanced.
This is just a basic idea of how it works. Building a good portfolio is a science, and you can benefit from further study on the topic.
What you have learned
- Create a Blueprint
- Discover What You Already Own
- Make Your Portfolio Fit Your Blueprint
- Schedule a Time to Rebalance Your Portfolio
- Monitor Your Investments