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A sample $10,000 portfolio
- Well diversified
- Limited risk
- Cashflow
Keep reading to unlock it
It might just give you some ideas
(this is not financial advice)
- Well diversified
- Limited risk
- Cashflow
Keep reading to unlock it
It might just give you some ideas
(this is not financial advice)
So you have $10,000
Where do you put it?
There are many approaches to investing
Here are 2 you should know:
- Top-down (picking industries first then choosing stocks within them)
- Bottom-up (picking your stocks based on fundamentals regardless of what the market is doing)
Where do you put it?
There are many approaches to investing
Here are 2 you should know:
- Top-down (picking industries first then choosing stocks within them)
- Bottom-up (picking your stocks based on fundamentals regardless of what the market is doing)
I'm going to give you a sample portfolio that combines the two
With some cashflow and added exposure all while limiting your risk
And I'm going to reveal it at the end of this thread
So break out that notepad
Here we go...
With some cashflow and added exposure all while limiting your risk
And I'm going to reveal it at the end of this thread
So break out that notepad
Here we go...
Stock #1 - I believe everyone should have exposure to real estate
What better way to do that than a Real Estate Investment Trust (REIT)
No need to physically manage the property
But you get a share of the companies earnings every month/quarter
Check the box off for cash flow
What better way to do that than a Real Estate Investment Trust (REIT)
No need to physically manage the property
But you get a share of the companies earnings every month/quarter
Check the box off for cash flow
Stock #2 - Next I believe a portfolio should have exposure to mature industries
These are companies at the peak of the life cycle
- They understand their markets
- They know what their customers want
- They know how to generate a return
- They've been profiting for years
These are companies at the peak of the life cycle
- They understand their markets
- They know what their customers want
- They know how to generate a return
- They've been profiting for years
Stock #3 - We need some exposure to information technology
If you're risk tolerant - invest in individual companies
If you're risk averse - go with an ETF
My bet is that information technology will be huge in the coming years
Get on the train and ride the wave
If you're risk tolerant - invest in individual companies
If you're risk averse - go with an ETF
My bet is that information technology will be huge in the coming years
Get on the train and ride the wave
Stock #4 - The healthcare industry is vital
What do people need?
Their health
Why do people need it?
Because without our health we're nothing
Find a big player in healthcare and you'll be an investor in a company that will be supplying customers needs for years
What do people need?
Their health
Why do people need it?
Because without our health we're nothing
Find a big player in healthcare and you'll be an investor in a company that will be supplying customers needs for years
Stock #5 - A total global market index fund
I don't speak about index funds very much
But they're a great way to gain exposure while limiting your risk
And what better way to gain exposure than to the entire global market?
I don't speak about index funds very much
But they're a great way to gain exposure while limiting your risk
And what better way to gain exposure than to the entire global market?
So now that you've read this far
Here's your $10,000 portfolio (with examples)
You can act on it
Or you can completely disregard it
This is based on my opinion of how a portfolio should be constructed to accommodate different investing objectives
Here's your $10,000 portfolio (with examples)
You can act on it
Or you can completely disregard it
This is based on my opinion of how a portfolio should be constructed to accommodate different investing objectives
--> REITs ($2,500) - $O $SPG $MAIN $FRT $STAG
--> Mature industries ($2,000) - $MO $XOM $CVX (do your analysis on these)
--> Information Technology ($2,000) - $NVDA $AMZN $AAPL
(or just invest in an ETF that tracks them to limit your risk like $VGT)
--> Mature industries ($2,000) - $MO $XOM $CVX (do your analysis on these)
--> Information Technology ($2,000) - $NVDA $AMZN $AAPL
(or just invest in an ETF that tracks them to limit your risk like $VGT)
--> Healthcare ($2,500) - $JNJ $ABBV $PFE
--> Total Global Market Index ($1,000) - $VTIAX
(for exposure to Euro, Pacific, Middle Eastern and other emerging markets with a low management expense ratio)
--> Total Global Market Index ($1,000) - $VTIAX
(for exposure to Euro, Pacific, Middle Eastern and other emerging markets with a low management expense ratio)
What this portfolio does is this...
1) You limit your risk by having exposure to multiple industries & international markets
2) You give yourself the ability to earn cashflow through dividends with REITs & mature industries
3) You're exposed to growing information technology
1) You limit your risk by having exposure to multiple industries & international markets
2) You give yourself the ability to earn cashflow through dividends with REITs & mature industries
3) You're exposed to growing information technology
My thought process is the following
If you can limit your risk while giving yourself the best opportunity to earn cashflow and experience capital appreciation
Then your portfolio is positioned well to succeed
If you can limit your risk while giving yourself the best opportunity to earn cashflow and experience capital appreciation
Then your portfolio is positioned well to succeed
This is not financial advice nor am I telling you to go out and follow this exactly
It is strictly so that you can gain a better understanding of how to construct a portfolio that is well-diversified and gives you different options
Hope you enjoyed the thread
It is strictly so that you can gain a better understanding of how to construct a portfolio that is well-diversified and gives you different options
Hope you enjoyed the thread
