There are as many portfolios as there are people and the first step is always the hardest
‘One-size-fits-all’ doesn’t exit, and only YOU can build up a portfolio that matches your personal requirements. We are all different in terms of:
- investment horizon
- affinity to particular countries and regions of the world
- affinity to particular industries
- affinity to young companies versus mature ones
- affinity to mid-size companies versus large businesses
- need for regular dividends, versus capital gains only
- readiness (or not) to pay fees for ‘managed funds’, as well as annual management fees
- taxable income, taxation of dividends and capital gains
- etc
MyMoneyWorks members can learn how to get started and how to build a personal portfolio by taking the Black Belt masterclass learning program. The course is free for ‘Discovery’ members.
In addition, the MyMoneyWorks reference portfolios can be used as a source of ideas to get your own portfolio started, whether you prefer to buy ETFs, or Managed Funds, or individual shares directly.
Check the MyMoneyWorks membership levels.