We know that getting started is the hardest part of investing. So we created The Early Investor All-star Portfolio as a foundation to jump right into a balanced approach to investing.
The goal for this portfolio is to provide wealth creation with reduced risk. A blending of twenty value and growth stocks with understandable and recognizable track records, products and industry potential will form the structure of the overall portfolio.
This portfolio was developed as a tool for new investors to build a solid foundation for market knowledge and investing insight.
This Portfolio is Comprised of Stocks in Four Segments:
Buy What You Know
Disruptors & Innovators
Impact & Esg
Protect the Downside