The Canadian Money Roadmap How to build a $500,000 portfolio
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Jun 11, 2025 Discover four essential habits to grow a $500,000 investment portfolio, from consistency to automation. Learn how a solid plan can set you up for success and why tracking the right metrics matters. Real-life client stories offer quick wins you can apply right away. Plus, find out the importance of knowing when to outsource and diversify your investments. This engaging discussion provides a clear roadmap to financial growth and retirement readiness.
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Consistency Beats Perfection
- Being consistent in investing, even if imperfect, builds strong portfolios over time.
- Clients pause only for legitimate life reasons but resume investing aggressively after breaks.
Invest with a Solid Plan
- Start investing with a solid financial plan tailored to your goals before buying assets.
- Investing without a plan risks poor decisions and undermines long-term success.
Automate Contributions and Rebalancing
- Automate regular contributions and portfolio rebalancing to maintain consistency and reduce emotional decisions.
- Automation prevents missed investments and keeps your portfolio aligned with your goals.