Learn how to create your own investment portfolio and what the professional financial advisors look for when constructing a solid portfolio. Zacc Call outlines the factors and options available for those who want to do something other than just invest in the S&P 500 index funds. Zacc goes over stocks, index funds, bonds, and other asset classes to help you build your wealth.

Connect with Zacc's Team at Capita Here:

https://www.capitafinancialnetwork.com/

Get The INVESTMENTS Article from the Money & Mind Book Here:

https://cdn.prod.website-files.com/61bbaf4759074aa904a63ee6/67927ad63ab63a432c2a0f25_Investments.pdf

Download the full Money & Mind Book here:

https://theretirementnerds.com/money-mind/

Check out our resources at https://TheRetirementNerds.com/

Get Zacc's Book: The 7 Prosperity Projects

https://amzn.to/4162UrL

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⏰ TIME CODES ⏰

0:00 Intro

0:45 Just the S&P 500?

5:00 Reason 1: Too Risky

6:32 Reason 2: Lost Decade

10:02 Reason 3: Want More Return

11:00 Diversification

13:49 Constructing a Portfolio

18:42 Monitoring your Portfolio

27:14 Important Definitions

38:45 Stock Capitalization Grid

47:43 International Grid

49:20 Bond Grid

54:16 S&P 500 on the Grids

56:03 Role of Index Funds

58:25 Financial Advisor Role

1:01:11 Strategic vs Tactical Building

1:04:53 Security Selection

1:07:30 Mutual Funds

1:08:55 Exchange Traded Fund (ETF)

1:16:00 Technical vs Fundamental Approach

1:19:26 Diversification vs Risk

1:32:22 Zacc's Team and Help

1:40:50 Where to Find Zacc's Content

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#finance #theretirementnerds #investing

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We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.

Disclosure:

This podcast is intended for informational purposes only, and is not a substitute for personal advice from Capita. This is not a recommendation, offer, or solicitation to buy or sell any security. Past performance is not indicative of future results. There can be no assurance that investment objectives will be achieved. Different types of investments involve varying degrees of risk, including the loss of money invested. Therefore it should not be assumed that future performance of any specific investment or investment strategy, including the investments or investment strategies recommended or proposed by Capita will be profitable. Further, Capita does not provide legal or tax advice. Please consult with your legal or tax professional for advice prior to implementing any strategies discussed during this podcast. Certain information discussed during this podcast is based upon forward-looking statements, information and opinions, including descriptions of anticipated market changes and expectations of future activity. Capita believes that such statements, information and opinions are based upon reasonable estimates and assumptions. However, forward-looking statements, information and opinions are inherently uncertain and actual events or results may differ materially from those reflected in the forward-looking statements. Therefore, undue reliance should not be placed on such forward-looking statements, information, and opinions. Registration with the SEC does not imply a certain level of skill or training.