Building a Growth Portfolio

The key steps to designing an investment portfolio built on historical growth.

Some things need to be said here, up front.

1. NOTHING in this newsletter is any form of advice;

2. There are many different ways to build ANY type of portfolio;

3. The entire point of this is as EDUCATION.

I will highlight some of the core principles & point out common practices. Hopefully, you’ll learn how to build and/or identify a growth-oriented investment portfolio. If you are or plan to be a DIY investor, this is important information to understand. If you work with a financial or investment adviser, this is STILL important information.

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What Is a Growth-Oriented Portfolio?

There are a handful of things you can do with an investment.¹

• Preserve your monetary value. $1 = $1.

• Generate income. $1 = $1 + $0.07.

• Build wealth / seek returns. $1 = $2.

Most people who are investing for retirement are looking for returns; building wealth.

Most retirees care about generating income. Dividend investors sometimes fit this category, too.

Most wealthy families -who genuinely have more money than they can spend- primarily care about preserving the value of their wealth. They take risk, sure.