56. How to Construct & Manage an Investment Portfolio

Market MakeHer Podcast

10/11/24 • 33 min

What Is Portfolio Management and Asset Allocation? Put On Your Construction Hats.

So you started investing in the stock market, now what? Want to learn how to construct an investment portfolio or manage your retirement portfolio? In this episode of Market MakeHer, hosts Jess Inskip and Jessie DeNuit delve into the intricacies of portfolio management and investment strategies. They discuss the importance of constructing a well-diversified portfolio, understanding personal financial goals, and defining risk tolerance. The conversation emphasizes the need for regular rebalancing and adapting to market changes, while also highlighting the role in using analyst recommendations or using a robo-advisor or financial advisors for investing guidance. Remember, you can always call up your brokerage firm and ask questions for free. Or you can submit a question to us.

Types of portfolio asset allocation:

Conservative, Balanced, Growth, Aggressive Growth

Links:

Morning Star X-Ray Tool

Risk Tolerance Episode
Takeaways

Identify your investing goals.
Define your risk tolerance.
Construct your asset allocation.
Make sure you are diversified.
Rebalance and Adjust your assets.
Understand when to hold or sell investments.
Investing is a lifelong journey that requires regular review.

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✨ Jessie DeNuit: ⁠TikTok⁠ ⁠Instagram⁠ ✨
About Us 🌚🌞 Market MakeHer is an investing education podcast taught by a 15-year finance expert to her friend, a beginner investor. Our mission is to demystify the stock market and make financial literacy accessible to all self-directed investors! We teach complex investing topics in a different way - from "Her" perspective. Important Disclosures:
Investing involves risk. There is always potential to lose money when investing in securities. Market MakeHer LLC provides educational content and resources for informational purposes only. We are not registered financial advisors & do not provide personalized investment advice. Consult with a licensed financial advisor before making investment decisions.

10/11/24 • 33 min

Market MakeHer Podcast - 56. How to Construct & Manage an Investment Portfolio

Transcript

Market MakeHer (00:00.076)
Hey Jess, you ever heard that Kenny Rogers song I think where it's like, you gotta know when to hold them, know when to fold them, you know what I'm about? I'm just enamored by your voice right now. I did hear that song actually. It's called The Gambler, but still I think about that when I'm thinking about my stocks and other investments because I want to know how long are we supposed to be holding onto a stock or a fund for?
or other investment and when do we

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