Partner Offers:
🎁 Analyze stocks smarter with Stockscans: Get 15% OFF with code SHANKAR15 →
🎁 I use Zerodha for my investments. Open an account →
🎁 Start investing in US stocks: Get 1 Month FREE on Tickertape Pro with code SHANKAR26 →
For retail investors like you & me, a successful investor is essentially someone with a strong and stable investment portfolio. In this video, I take you through the key steps in constructing such an investing portfolio with a focus on using ETFs (exchange traded funds) however the principles shared are very much applicable to actively-managed mutual funds and index funds
The 5 steps in building an investment portfolio are:
1. Define clear investment goals & setup an investing workflow
2. Determine the ideal asset mix using practical approaches like the safety cushion method
3. Structure the portfolio with core and satellite components
4. Use a systematic approach for investment selection including a unique 3x3 grid I discussed
5. Implement a well-thought-out entry and exit strategy
👉 Video Chapters:
00:00 Building a Successful Investment Portfolio with ETFs
02:33 Investment Goals
05:03 Asset Mix
08:12 Portfolio Structure
10:55 Selection of Securities
14:19 Entry & Exit Strategies
#investmentportfolio #successfulinvesting #exchangetradedfunds #etf #etfs #passiveinvesting
Disclaimer: I am not a SEBI registered investment advisor or research analyst. I am not registered with PFRDA or IRDA either. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented. Some of the links I have posted in the video, the description, the comments and other related resources might be affiliate links