A solid portfolio isn’t about finding the perfect stock — it’s about building a smart mix of investments that matches your goals, your timeline, and your ability to handle risk.

In this episode of The WealthWise Show, I break down how to build an investment portfolio step-by-step in a way that’s simple, practical, and focused on long-term success — whether you’re just getting started or tightening up what you already have.

We cover:

• The 3 building blocks: goals, time horizon, and risk tolerance
• What asset allocation is and why it drives most outcomes
• How diversification works (and common mistakes people make)
• How to think about stocks vs. bonds vs. cash in real life
• The difference between growth, value, and income approaches
• How often to rebalance — and how to avoid overreacting to headlines
• A simple framework you can use to evaluate if your portfolio still fits your life

🎧 If you’ve been overwhelmed by options, this episode will help you simplify the process and build with confidence.

The WealthWise Show is for educational purposes only and does not constitute investment, legal, or tax advice. Benowitz Wealth Management is a Registered Investment Adviser registered in the State of Florida. Advisory services are offered only to clients or prospective clients where the firm is properly registered or exempt from registration. Investing involves risk, including possible loss of principal. Any examples discussed are for illustration and educational purposes only and are not a recommendation to buy or sell any security or to implement any specific strategy. Past performance is not indicative of future results. Listeners should consider their individual objectives, time horizon, and risk tolerance and consult a qualified financial professional before making investment decisions.