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How to build and allocate the investment portfolio?

Discussion (3)

What are your thoughts?

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  1. Find out what you understand (your circle of competence)

  2. What you have affinity to

  3. Your risk tolerance

  4. Financial goals

Determine your approach, passive vs active?

These will guide you to a rough idea what you want your portfolio to work towards.

Silvester Leo

23 Oct 2020

Risk and Wealth Management at Self-Employed

There are many questions to be asked in order for this question to be well answered. The basic ones are:

What is your Investment horizon?

How many months of savings (cash-equivalent) do you have in ur bank?

Are ur risks exposures well managed? ​​​

This is a super broad question.

The simple answer would be if you are unsure on how to formulate y...

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