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Chapter Titles:
00:00-00:27 Intro
00:27-01:45 iTrust Capital Sponsorship
01:45-02:28 Developing An Investment Strategy
02:28-03:38 What is Your Financial Profile?
03:38-04:18 Decide on Your Targeted Asset Allocation?
04:18-06:25 What is Your Desire Investment Mix?
06:25-07:45 Buzzsprout Sponsorship
07:45-10:54 Historical Returns of Asset Mixes
10:54-11:42 Choose Investment Selections
11:42-12:46 Ledger Sponsorship
12:46-14:55 Index Fund Investing
14:55-15:57 Closing
When developing an investment strategy. There really 4 critical components. The first is understanding your financial profile. When would you like to retire?
What investment risk are you willing to take? How long do you plan to invest into the market until you'll need access to the funds?
Who else is in your retirement picture? What are some financial goals or needs you're planning around currently? Ask yourself these questions before building out your investing strategy.
The next step is deciding on your targeted asset allocation. Do you want to invest 80% of your portfolio in stocks and 20% in bonds?
Are you more conservative and want to place more bonds in your portfolio than stocks?
Are you wanting some crypto exposure and would like to allocate a portion of your portfolio into that asset class? Have a target and stick to it.
The 3rd step is understanding what investment mix fits you.
For someone that's much younger, they may have more risk in their portfolio because they have time in the market for it to recover over time.
An investor that's close to retirement, may need less risk and prefer investments that are more stable.
Your investment mix is going to be predicated on your time horizon and how soon you will need access to your investments down the line.
The last step is choosing you investment selections. Index & mutual funds are a great way to get started. Focus on investing in different sectors, indexes, & international markets that will grow over the long term.
Sponsors:
Buzzsprout, the best way to start a podcast!
https://www.buzzsprout.com/?referrer_id=1305358
Safely secure your crypto with Ledger, the largest crypto hardware wallet! https://shop.ledger.com/?r=aa519baed9ca
Invest in crypto through a tax advantage retirement account with ITrust Capital!
https://itrustcapital.com/referral100?utm_source=partner&utm_medium=youtube&utm_campaign=partner850&oid=10&affid=850
Show email & contact info:
Email: [email protected]
LinkTree: https://linktr.ee/insightfulprinciples
Social Media:
Instagram & TikTok: @insightfulprinciples
Twitter: @insightprinples
LinkedIn: Kevin Jenkins
Clubhouse: @kevnjenkins
#create #investing #strategy #insightful #principles
By Kevin N Jenkins5
22 ratings
Chapter Titles:
00:00-00:27 Intro
00:27-01:45 iTrust Capital Sponsorship
01:45-02:28 Developing An Investment Strategy
02:28-03:38 What is Your Financial Profile?
03:38-04:18 Decide on Your Targeted Asset Allocation?
04:18-06:25 What is Your Desire Investment Mix?
06:25-07:45 Buzzsprout Sponsorship
07:45-10:54 Historical Returns of Asset Mixes
10:54-11:42 Choose Investment Selections
11:42-12:46 Ledger Sponsorship
12:46-14:55 Index Fund Investing
14:55-15:57 Closing
When developing an investment strategy. There really 4 critical components. The first is understanding your financial profile. When would you like to retire?
What investment risk are you willing to take? How long do you plan to invest into the market until you'll need access to the funds?
Who else is in your retirement picture? What are some financial goals or needs you're planning around currently? Ask yourself these questions before building out your investing strategy.
The next step is deciding on your targeted asset allocation. Do you want to invest 80% of your portfolio in stocks and 20% in bonds?
Are you more conservative and want to place more bonds in your portfolio than stocks?
Are you wanting some crypto exposure and would like to allocate a portion of your portfolio into that asset class? Have a target and stick to it.
The 3rd step is understanding what investment mix fits you.
For someone that's much younger, they may have more risk in their portfolio because they have time in the market for it to recover over time.
An investor that's close to retirement, may need less risk and prefer investments that are more stable.
Your investment mix is going to be predicated on your time horizon and how soon you will need access to your investments down the line.
The last step is choosing you investment selections. Index & mutual funds are a great way to get started. Focus on investing in different sectors, indexes, & international markets that will grow over the long term.
Sponsors:
Buzzsprout, the best way to start a podcast!
https://www.buzzsprout.com/?referrer_id=1305358
Safely secure your crypto with Ledger, the largest crypto hardware wallet! https://shop.ledger.com/?r=aa519baed9ca
Invest in crypto through a tax advantage retirement account with ITrust Capital!
https://itrustcapital.com/referral100?utm_source=partner&utm_medium=youtube&utm_campaign=partner850&oid=10&affid=850
Show email & contact info:
Email: [email protected]
LinkTree: https://linktr.ee/insightfulprinciples
Social Media:
Instagram & TikTok: @insightfulprinciples
Twitter: @insightprinples
LinkedIn: Kevin Jenkins
Clubhouse: @kevnjenkins
#create #investing #strategy #insightful #principles