How to build a solid portfolio: strategies for stability and growth скачать в хорошем качестве

How to build a solid portfolio: strategies for stability and growth

0:00 - Intro 5:30 - About Ruben Dalfavo - Investment Strategist 7:59 - Agenda 9:38 - Disclaimer 10:26 - Why investing matters 12:02 - What you can own when you invest 17:28 - Goals come first, then diversification 19:20 - Diversification is how you reduce single-name risk 22:36 - Diversify on purpose 23:42 - Diversification has many meaning 27:11 - Why correlation matters 29:00 - The investor playbook 33:19 - Risk tolerance: ability and willingness 35:48 - Why does time horizon matter? 39:17 - Types of risks 42:06 - Balancing risk vs. reward 43:06 - Three portfolios examples that match your risk profile 43:48 - Start with asset alocation 44:48 - Core and satellites 46:13 - A sample core-satellite portfolio (moderate profile) 47:02 - Regular investing 48:02 - Compounding: time can turn small steps into big numbers 49:44 - Tools to select instruments 53:18 - Where to find information 55:48 - How to select quality stock? 57:56 - How to select an ETF? 59:47 - Different types of ETF's 1:00:29 - Final takeaways and Q&A 1:04:34 - Appendix 1:05:10 - Question: What are the probabilities of a recession in the next 12, 15, or 18 months? 1:05:59 - Question: How to know when to sell to avoid a "permanent loss"? 1:11:27 - Question: What if a successful company is now a large part of my portfolio? Should I sell it? 1:13:47 - Question: What is the difference between SaxoTrader and SaxoInvestor 1:16:45 - Descussion 1:19:56 - Concerns about perceived value and returns 1:23:28 - Question: Isn't the US market highly correlated with the rest of the world? 1:24:45 - Outro In this webinar, our Investment Strategist, Ruben Dalfavo, and our Global Head of Macro Strategy, John J. Hardy, discuss how to build a solid portfolio with strategies for stability and growth. The first part of the webinar addresses why diversification and investing matter which among others includes exploring what assets you can own when you invest, the importance of setting goals before diversifying, the various meanings of diversification and why correlation matters. The second section focuses on risk and risk tolerance, examining the significance of time horizons, balancing risk versus reward, and examples of portfolios that match different risk profiles. The webinar then transitions to portfolio construction strategies, which include asset allocation, core and satellite structures, a sample core-satellite portfolio (moderate profile), regular investing, and the impact of compounding over time. Finally, the webinar explores tools for selecting instruments, discussing where to find information, how to select quality stocks, how to choose ETFs, and the different types of ETFs. The webinar concludes with a Q&A session. Are you wondering how you can start investing? Open an account within minutes and start your investment journey right here: https://www.home.saxo/accounts/openac... Don’t forget to follow us on our social media channels! www.facebook.com/saxobank www.instagram.com/saxobank   / saxo-bank