How to build a portfolio scratch

Wed 15 January 2020 09:15 AM

Recent articles

One of the questions we most frequently get asked is how to build an investment portfolio. If you’re just starting out, or you’ve decided to review your portfolio, what are the key principles you can use to build a suite of investments you’ll want to hold for the long term?

The Motley Fool’s Scott Phillips shares his key principles for building a share portfolio, and thoughts including:

Why buying a portfolio of ETFs isn’t for everyone
How to assess your goals and plan a portfolio accordingly
How to layer your stocks to manage your risk
Where to deploy your unique expertise, and
How to ensure you don’t sell your best stocks in a panic, and planning when and how to sell… as well as some of his favourite stock picks for 2020.

Recent articles

Moats: Understanding Warren Buffett’s key criteria for investment

When searching for businesses that can generate excess returns on a sustainable basis, the concept of a moat can be invaluable. How wide is the barrier between you and your competitors, and can it be maintained.

12 February 2020

Tax and your investments – how to manage your tax affairs

It is said you can’t avoid death and taxes, but how do taxes affect your earnings, and what can you do about it? Listeners regularly ask us to discuss franking, the 45 day rule, deductions and other tax rules that affect how much of your investment returns you keep.

29 January 2020

How to build a portfolio scratch

15 January 2020

A new decade and what it means for your portfolio

As we enter the 2020s, there are signs of the end of globalisation, trade liberalisation and capitalism as we know it. Critical technology and demographic trends will arise, presenting both opportunities and threats for your portfolio.

2 January 2020