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Nội dung được cung cấp bởi Jessica Inskip and Jessie DeNuit, Jessica Inskip, and Jessie DeNuit. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Jessica Inskip and Jessie DeNuit, Jessica Inskip, and Jessie DeNuit hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
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56. How to Construct & Manage an Investment Portfolio

33:52
 
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Manage episode 444686323 series 3478584
Nội dung được cung cấp bởi Jessica Inskip and Jessie DeNuit, Jessica Inskip, and Jessie DeNuit. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Jessica Inskip and Jessie DeNuit, Jessica Inskip, and Jessie DeNuit hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

What Is Portfolio Management and Asset Allocation? Put On Your Construction Hats.

So you started investing in the stock market, now what? Want to learn how to construct an investment portfolio or manage your retirement portfolio? In this episode of Market MakeHer, hosts Jess Inskip and Jessie DeNuit delve into the intricacies of portfolio management and investment strategies. They discuss the importance of constructing a well-diversified portfolio, understanding personal financial goals, and defining risk tolerance. The conversation emphasizes the need for regular rebalancing and adapting to market changes, while also highlighting the role in using analyst recommendations or using a robo-advisor or financial advisors for investing guidance. Remember, you can always call up your brokerage firm and ask questions for free. Or you can submit a question to us.

Types of portfolio asset allocation:

Conservative, Balanced, Growth, Aggressive Growth

Links:

Morning Star X-Ray Tool

Risk Tolerance Episode
Takeaways

  • Identify your investing goals.
  • Define your risk tolerance.
  • Construct your asset allocation.
  • Make sure you are diversified.
  • Rebalance and Adjust your assets.
  • Understand when to hold or sell investments.
  • Investing is a lifelong journey that requires regular review.

🔗All Market MakeHer Links: ​​https://bio.site/marketmakeHER

Still Have More Questions or a Comment?

🙋🏾‍♀️🙋🏻🙋🏼‍♀️🙋🏽‍♂️🙋Holla @ us on:

⁠Market MakeHer ⁠⁠website⁠⁠⁠

Get Your Free eBook: The Stock Market Explained

Subscribe to Our Newsletter

Email jessica@marketmakeherpodcast.com

Instagram⁠ ⁠⁠@marketmakeherpodcast⁠⁠⁠

TikTok⁠ ⁠⁠@marketmakeher⁠⁠⁠

X/Twitter⁠ ⁠⁠@MarketMakeHer⁠⁠⁠

Join the ⁠ ⁠⁠FB Community⁠⁠⁠

👀 Watch us in action on our⁠ ⁠⁠YouTube Channel⁠⁠⁠ 👀

✨ Follow Jess Inskip on ⁠TikTok⁠ and ⁠Instagram⁠

✨ Follow Jessie DeNuit on ⁠TikTok⁠ and ⁠Instagram⁠

About Us 🌚🌞

Market MakeHer is an investing education podcast taught by a 15-year finance expert to her friend who is a beginner investor. Our mission is to demystify the stock market and make financial literacy accessible to all self-directed investors! We believe that investing is for everyone and that's why we break down complex investing topics (from "Her" perspective), show you free tools/resources on our podcast, and offer a ton of free educational content on our ⁠website⁠!

Important Disclosures:

Market MakeHer podcast is unsponsored at the time of recording. Tools and resources mentioned are for informational and educational purposes only. Remember, investing involves risk, and there's always a potential for losses when investing in securities.

--- Support this podcast: https://podcasters.spotify.com/pod/show/market-makeher/support

  continue reading

58 tập

Artwork
iconChia sẻ
 
Manage episode 444686323 series 3478584
Nội dung được cung cấp bởi Jessica Inskip and Jessie DeNuit, Jessica Inskip, and Jessie DeNuit. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Jessica Inskip and Jessie DeNuit, Jessica Inskip, and Jessie DeNuit hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

What Is Portfolio Management and Asset Allocation? Put On Your Construction Hats.

So you started investing in the stock market, now what? Want to learn how to construct an investment portfolio or manage your retirement portfolio? In this episode of Market MakeHer, hosts Jess Inskip and Jessie DeNuit delve into the intricacies of portfolio management and investment strategies. They discuss the importance of constructing a well-diversified portfolio, understanding personal financial goals, and defining risk tolerance. The conversation emphasizes the need for regular rebalancing and adapting to market changes, while also highlighting the role in using analyst recommendations or using a robo-advisor or financial advisors for investing guidance. Remember, you can always call up your brokerage firm and ask questions for free. Or you can submit a question to us.

Types of portfolio asset allocation:

Conservative, Balanced, Growth, Aggressive Growth

Links:

Morning Star X-Ray Tool

Risk Tolerance Episode
Takeaways

  • Identify your investing goals.
  • Define your risk tolerance.
  • Construct your asset allocation.
  • Make sure you are diversified.
  • Rebalance and Adjust your assets.
  • Understand when to hold or sell investments.
  • Investing is a lifelong journey that requires regular review.

🔗All Market MakeHer Links: ​​https://bio.site/marketmakeHER

Still Have More Questions or a Comment?

🙋🏾‍♀️🙋🏻🙋🏼‍♀️🙋🏽‍♂️🙋Holla @ us on:

⁠Market MakeHer ⁠⁠website⁠⁠⁠

Get Your Free eBook: The Stock Market Explained

Subscribe to Our Newsletter

Email jessica@marketmakeherpodcast.com

Instagram⁠ ⁠⁠@marketmakeherpodcast⁠⁠⁠

TikTok⁠ ⁠⁠@marketmakeher⁠⁠⁠

X/Twitter⁠ ⁠⁠@MarketMakeHer⁠⁠⁠

Join the ⁠ ⁠⁠FB Community⁠⁠⁠

👀 Watch us in action on our⁠ ⁠⁠YouTube Channel⁠⁠⁠ 👀

✨ Follow Jess Inskip on ⁠TikTok⁠ and ⁠Instagram⁠

✨ Follow Jessie DeNuit on ⁠TikTok⁠ and ⁠Instagram⁠

About Us 🌚🌞

Market MakeHer is an investing education podcast taught by a 15-year finance expert to her friend who is a beginner investor. Our mission is to demystify the stock market and make financial literacy accessible to all self-directed investors! We believe that investing is for everyone and that's why we break down complex investing topics (from "Her" perspective), show you free tools/resources on our podcast, and offer a ton of free educational content on our ⁠website⁠!

Important Disclosures:

Market MakeHer podcast is unsponsored at the time of recording. Tools and resources mentioned are for informational and educational purposes only. Remember, investing involves risk, and there's always a potential for losses when investing in securities.

--- Support this podcast: https://podcasters.spotify.com/pod/show/market-makeher/support

  continue reading

58 tập

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