Key Concepts of Investment Strategies

Service Description

In this session, you’ll learn how to balance return, safety, and liquidity in your investment approach. You’ll explore the differences between defensive, balanced, and growth-oriented portfolios. I’ll walk you through core investment principles, compare value and growth strategies, and introduce key tools such as compound interest, cost averaging effect, and “buying the dip.” The goal is to help you build a well-rounded, resilient portfolio aligned with your personal financial goals and risk tolerance. The fee includes a copy of my eBook, Basecamp: Making Your Money Work for You.