Times have become exciting as Kristen basks in the glory of her 420 paper trading profits.  WOW, How things have changed since she got bit by the Doge.  

With the investment euphoria that is currently happening in so many markets everything seems to be moving fast, causing the potential for a lot of distraction and loss of focus so it’s a good time to drill further down into the rabbit hole of why having a plan and structure to our investment process is so important to building a portfolio that is both opportunistic and timely focusing on both long term investment goals and shorter term life needs.

Recorded 6/7/21. This is not intended for investment advice.

List of Topics/subjects discussed

How to stay focused and manage wild markets - back to the fundamentals

The details of portfolio structure

• Types of accounts 
• Feeding long term and short term desires
• Identifying sectors for potential growth

Want more Alpha? How to add a tactical approach.

3 Lessons Learned

• The importance of being appreciative in investing and trading
• The tool for smart decision making - Reversion to the mean
• Investing and trading - how to build a portfolio for both

Credits: 

• Production - Seth Cross - Frontal Lobe Productions
• Intro/Outro - Chad Bailey
• Sponsored by - Quiver Financial
• Music - Future Looks Bright - Nick Petrov

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