Strategy Beginner: Steps to a Suitable Portfolio

Introduction to Steps to a Suitable Portfolio Create a Blueprint Discover What You Already Own Make Your Portfolio Fit Your Blueprint Schedule a Time to Rebalance Your Portfolio Monitor Your Investments Summary of Steps to a Suitable Portfolio
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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

  1. Create a Blueprint
  2. Discover What You Already Own
  3. Make Your Portfolio Fit Your Blueprint
  4. Schedule a Time to Rebalance Your Portfolio
  5. Monitor Your Investments

Find out what you have learned

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