How to Build a Portfolio

In this episode of Pod of Wealth, Erik Cooper and Chad Fargason discuss the fundamentals of building an investment portfolio, emphasizing the importance of diversification and asset allocation. They explore the balance between concentration and diversification in wealth building, the significance of understanding risk, and how to construct a portfolio that aligns with one's financial goals and time horizon. The conversation also touches on the role of stocks, bonds, and alternative investments in a well-rounded portfolio, providing listeners with practical insights into effective investing strategies.

 

 

00:00 Introduction and Setting the Stage

01:32 Understanding Investment Portfolios

04:19 The Importance of Diversification

05:32 Concentration vs. Diversification in Wealth Building

08:57 Portfolio Construction: Stocks vs. Bonds

15:53 Asset Allocation and Risk Management

21:05 Age and Risk: Finding the Right Balance

26:04 Real Estate and Commodities: Safe or Risky?