After 35 years in the industry, this is a question Ed Butowsky has pondered for a long time…“How to Build a Portfolio?”
It is a common question we receive, so we know many of you are also asking this question.
In today’s short video, Ed Butowsky is walking you through the way he builds these, but one of the main takeaways should be this: You cannot be vague in your investment planning.
Allowing ambiguity to sit around while you are investing your hard earned dollars leads to unclear outcomes, and unclear outcomes are good for nobody.
Watch today’s video to learn how to build a portfolio.
Summary:
- Risk is not just about your comfort level; it should be measured using specific metrics and parameters.
- Proper diversification involves holding non-correlated assets that perform differently under various market conditions.
- While expectations aren’t a crystal ball, they can significantly aid in planning for retirement, education, housing, and more.
Answering the question of how to build a portfolio is no one-and-done answer. It will take a lot of research and understanding of your goals and what you’re looking to accomplish by investing. We are offering a complementary analysis for a short time after this video is posted to anyone who would like us to analyze their holdings the way Ed did in this video.
Please reach out today if you would be interested. Remember, an unclear understanding of your investments leads to an unclear expectation of the future. We should strive to remove ambiguity from our planning as much as humanly possible.
Thank you for reading this week’s “Making Sense with Ed Butowsky” article. To view the rest of Ed’s articles, you can click here or you can also check out Ed’s personal website to learn more about him.
For more information, email Jordan McFarland at jordan@chapwoodinvestments.com.
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