Today we're answering a question from one of our Money Matters Festival attendees who wanted more information about building her first portfolio of investments.

Whether you're starting from scratch or looking to refine your strategy, Emilie Bellet is giving you a 10-steps checklist to understand and select your portfolio. We will be covering risk / reward, asset allocation and diversification, balancing a portfolio, passive approach with funds and also monitoring.

PARTNER

Thank you to our partner PensionBee. With PensionBee you can combine, contribute and withdraw online. Take control of your pension, so that you can enjoy a happy retirement and join over 240,000 customers saving with PensionBee. When investing, your capital is at risk.

CONNECT WITH VESTPOD

If you want to read the main takeaways from the episodes, subscribe to our newsletter: https://www.vestpod.com/subscribe

Instagram: https://www.instagram.com/vestpod/

RESOURCES

Main takeaways: https://www.vestpod.com/news/the-wallet-podcast/get-started-with-your-investment-portfolio

Listen to PensionBee’s monthly podcast, The Pension Confident Podcast to better understand the world of personal finance and pensions: https://www.pensionbee.com/podcast

DISCLAIMER

We are not certified financial advisers! The articles and information made available on Vestpod are provided for information and educational purposes only and do not constitute financial advice. You are advised to consult with an independent financial advisor for advice on your specific circumstances.

Hosted on Acast. See acast.com/privacy for more information.

How to Get Started With Your Investment Portfolio

The Wallet