Create your portfolio policy


  1. Understand your own investing profile.
    Determine whether you want to spend considerable time researching the stock market and whether you are willing to take risks. Based on these two criteria, you’ll either have an active or a passive investing strategy.
  2. Stick to your plan.
    Market conditions will change, but intelligent investors stick to the strategy that best fits their personality.
  3. Own a mixed portfolio.
    Avoid putting all your eggs in one basket to maximize returns and reduce the risk of losses.


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