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)

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)

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...

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

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

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

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

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?

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

--> 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)

--> 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)

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

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

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