Artwork

Jessica Inskip and Jessie DeNuit, Jessica Inskip, and Jessie DeNuit에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Jessica Inskip and Jessie DeNuit, Jessica Inskip, and Jessie DeNuit 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Player FM -팟 캐스트 앱
Player FM 앱으로 오프라인으로 전환하세요!

56. How to Construct & Manage an Investment Portfolio

33:52
 
공유
 

Manage episode 444686323 series 3478584
Jessica Inskip and Jessie DeNuit, Jessica Inskip, and Jessie DeNuit에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Jessica Inskip and Jessie DeNuit, Jessica Inskip, and Jessie DeNuit 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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

57 에피소드

Artwork
icon공유
 
Manage episode 444686323 series 3478584
Jessica Inskip and Jessie DeNuit, Jessica Inskip, and Jessie DeNuit에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Jessica Inskip and Jessie DeNuit, Jessica Inskip, and Jessie DeNuit 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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

57 에피소드

모든 에피소드

×
 
Loading …

플레이어 FM에 오신것을 환영합니다!

플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.

 

빠른 참조 가이드