Get Started Investing

Building an investment portfolio

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Jan 12, 2020
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ADVICE

Goal Setting

  • Set a personal investing goal to guide your decisions and maintain focus.
  • A clear goal helps avoid wayward journeys and regrets, aligning your choices with your desired outcome.
INSIGHT

Understanding Risk

  • Investment risk is not volatility, but the permanent loss of capital.
  • Volatility is just price fluctuation; long-term returns matter more.
ADVICE

Assessing Company Risk

  • Assess company risk by analyzing debt, assets, management history, and potential fraud.
  • Look for red flags like regulatory investigations or a history of bankruptcy.
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