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How to Get Started With Your Investment Portfolio
Manage episode 419707188 series 2833859
Today we're answering a question from one of our Money Matters Festival attendees who wanted more information about building her first portfolio of investments.
Whether you're starting from scratch or looking to refine your strategy, Emilie Bellet is giving you a 10-steps checklist to understand and select your portfolio. We will be covering risk / reward, asset allocation and diversification, balancing a portfolio, passive approach with funds and also monitoring.
PARTNER
Thank you to our partner PensionBee. With PensionBee you can combine, contribute and withdraw online. Take control of your pension, so that you can enjoy a happy retirement and join over 240,000 customers saving with PensionBee. When investing, your capital is at risk.
CONNECT WITH VESTPOD
If you want to read the main takeaways from the episodes, subscribe to our newsletter: https://www.vestpod.com/subscribe
Instagram: https://www.instagram.com/vestpod/
RESOURCES
Main takeaways: https://www.vestpod.com/news/the-wallet-podcast/get-started-with-your-investment-portfolio
Listen to PensionBee’s monthly podcast, The Pension Confident Podcast to better understand the world of personal finance and pensions: https://www.pensionbee.com/podcast
DISCLAIMER
We are not certified financial advisers! The articles and information made available on Vestpod are provided for information and educational purposes only and do not constitute financial advice. You are advised to consult with an independent financial advisor for advice on your specific circumstances.
Hosted on Acast. See acast.com/privacy for more information.
175 episodes
Manage episode 419707188 series 2833859
Today we're answering a question from one of our Money Matters Festival attendees who wanted more information about building her first portfolio of investments.
Whether you're starting from scratch or looking to refine your strategy, Emilie Bellet is giving you a 10-steps checklist to understand and select your portfolio. We will be covering risk / reward, asset allocation and diversification, balancing a portfolio, passive approach with funds and also monitoring.
PARTNER
Thank you to our partner PensionBee. With PensionBee you can combine, contribute and withdraw online. Take control of your pension, so that you can enjoy a happy retirement and join over 240,000 customers saving with PensionBee. When investing, your capital is at risk.
CONNECT WITH VESTPOD
If you want to read the main takeaways from the episodes, subscribe to our newsletter: https://www.vestpod.com/subscribe
Instagram: https://www.instagram.com/vestpod/
RESOURCES
Main takeaways: https://www.vestpod.com/news/the-wallet-podcast/get-started-with-your-investment-portfolio
Listen to PensionBee’s monthly podcast, The Pension Confident Podcast to better understand the world of personal finance and pensions: https://www.pensionbee.com/podcast
DISCLAIMER
We are not certified financial advisers! The articles and information made available on Vestpod are provided for information and educational purposes only and do not constitute financial advice. You are advised to consult with an independent financial advisor for advice on your specific circumstances.
Hosted on Acast. See acast.com/privacy for more information.
175 episodes
All episodes
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