8. Building a portfolio | 12 Steps to Get Started Investing

8. Building a portfolio | 12 Steps to Get Started Investing

From Get Started Investing by Equity Mates Media

January 26, 2026 · 20 min · Season 12

About this episode

This episode discusses how to build a portfolio and the principles that guide the process.

What is a portfolio? And how do you create one? Essentially it’s a collection of investments. The financial products you invest in, make up your portfolio. Importantly, it shouldn’t be random- there are simple principles guide building a portfolio. All to make sure it actually works for you and your goals. In this episode you will learn: ·      What is a portfolio? ·      What to think about: goal, time horizon, risk tolerance ·      The importance of diversification ·      How we approach our portfolios: Core & Satellite ·      Other ways to construct a portfolio This is Part 8 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important. Chapters: 00:00 Setting a Portfolio Goal 04:02 Time Horizon 06:22 Risk Tolerance 08:22 Importance of Diversification 11:01 Core and Satellite 13:26 Other Ways to Build Portfolios 15:20 What is Rebalancing 17:01 Make it Easy For Yourself ——— Want more Equity Mates? Across books, podcasts, video and email, however you…

Topics covered

  • portfolio building
  • investing principles
  • diversification
  • risk tolerance
  • financial goals

Keywords

  • portfolio
  • investments
  • diversification
  • risk tolerance
  • financial goals
  • Core & Satellite
  • rebalancing

Mentioned in this episode

Organizations: Equity Mates Media

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