Investment Portfolio Building

Service Description

In this private classroom session, you’ll learn how to construct a portfolio using real-world examples tailored to different time horizons — such as up to 5 years, 15 years, and 15+ years — and varying levels of risk tolerance. We’ll cover key concepts such as portfolio size, rebalancing, and the strategic roles of various asset types, including cash, gold, global index funds (e.g. MSCI), the S&P 500, and cryptocurrencies. You’ll explore a range of portfolio styles — including defensive, balanced, growth-oriented, and core-satellite models — and gain insights into how investors approach inflation risk while aiming to support long-term financial goals. The fee includes a copy of my eBook, Basecamp: Making Your Money Work for You.