Times have become exciting as Kristen basks in the glory of her 420 paper trading profits. WOW, How things have changed since she got bit by the Doge.
With the investment euphoria that is currently happening in so many markets everything seems to be moving fast, causing the potential for a lot of distraction and loss of focus so it’s a good time to drill further down into the rabbit hole of why having a plan and structure to our investment process is so important to building a portfolio that is both opportunistic and timely focusing on both long term investment goals and shorter term life needs.
Recorded 6/7/21. This is not intended for investment advice.
List of Topics/subjects discussed
How to stay focused and manage wild markets - back to the fundamentals
The details of portfolio structure
Want more Alpha? How to add a tactical approach.
3 Lessons Learned
Credits:
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