The point was never really about SpaceX. More that an individual stock will make very little difference to your financial wellbeing.
What really moves the needle is how your portfolio is set-up …
That is what turbo-compounds you to real financial independence.
Most investors build a portfolio backwards …
The average investor thinks a portfolio means buying individual stocks + other bits like gold, or maybe some Bitcoin.
After some years they end up with a mish-mash of random stocks, accumulated over time.
A pandemic-punt tech stock. A tip from a mate. Maybe a fund they can’t remember buying. A couple of loss-making stocks held onto, because selling feels like defeat.
Ask them why they still own them, and they struggle to explain.
It’s not their fault. Nobody teaches us this stuff …
We do it the right way around …
You don’t decorate a house before pouring the foundations, right?
Same with a portfolio.
The difference?
When done the right way, you portfolio is sturdy and fit for a lifetime of passive financial security & income.
Create strong foundations first: know your risk profile, objectives, time horizon. Have diversification. Minimal fee/tax leakages. Inflation protection.
Then you’ll easily create a Set-and-Forget Core with passive diversified funds and ETFs. That gives you GPI: Growth, Protection & Income.
Only after that, do we (optionally) think about individual stocks or other satellites.
A properly set-up portfolio gives you …
√ Complete Clarity
√ Minimal monitoring
√ Passive Financial Independence for life
√ Recurring Income for life
√ Assets that beat inflation
√ Ultra low-fees
√ Massive tax-efficiency
For a quick chat on how we can help you with this for your financial independence, book a call with me here.
Satellites or not: You decide …
Some of our investors get their Core right, to passively compound in the background, and that’s it.
That doesn’t need stock-picking or other higher-maintenance satellite investments. You can just get on with your life.
Because your Core is what really moves the needle for transformational wealth. Stocks are the (fun) satellites, not the foundation.
That said, many do enjoy owning or finding individual stocks. Either as a deliberate Satellite once the Core was sorted. Or maybe from years of accumulation before learning our way.
Either way, if you’re going to own individual stocks, you should at least understand what you’re holding.
7 Types of Stocks: Next time …
So next time, I’ll help you understand the types of stocks you’re buying (or already owning).
Most stocks can be categorised as one of 7 types that you should be aware of. Each behaves differently and does a different job in a portfolio.
Next week we’ll explore the differences between, for example, a growth or value stock. Or how to find good high-dividend stocks.
Look out for that in the next article.
For a quick chat on how we can help you with this for your financial independence, book a call with me here.
PS
NOBODY will care about your money like YOU will …
The Investment Accelerator has transformed how thousands of people now invest. Creating diversified passive portfolios for Growth and Recurring Income.
Want More Insights from me ?
Did you know these blogs are just one part of what I share?
Across the week, more content goes out to help investors build wealth, income, and avoid common mistakes.
Get More Value – Start here:
Subscribe to my YouTube Channelfor investment strategy, walk-throughs, and deeper dives.
Each platform has a slightly different angle but share the same goal:
Helping you invest better with less stress.
Over time, the knowledge you gain could compound into something powerful.
Always Remember:
Time in the Markets always beats timing the markets
Stay Diversified
Minimise those leakages: Fees, Inflation, and Taxes
Financial Markets are a great source of recurring income
ETFs, Balanced Funds and Options achieve all the above
Being educated helps you outperform 99% of the population
… to ensure your investments work for YOUR financial freedom (not someone else’s)
And …
For more guidance, our Investment Academy will help you implement all of this in a step-by-step way.
Thousands of people have learnt how to diversify and pound-cost-average into low-cost, set-and-forget ETFs & Funds for inflation-beating growth. And Options to create recurring income.
– Don’t take the above as advice as it may not apply to you personally
– Your Capital is at Risk
– You may not be covered by the FSCS
– Anything mentioned in a podcast or in a previous article was valid at that time and may not continue to be now
Stockmarket Investment Academy … Step-by-Step Training to Diversify your Wealth and Create Passive Compounding in the Markets (click image below for details …)
About Me
Manish Kataria is a Fund Manager. A CFA-qualified professional with 18 years’ experience in investment management and UK property. He has managed investment portfolios for JPMorgan and other blue chip investment houses. Asset classes managed include Equities, ETFs, Bonds, Funds and Options. Within property, he invests in and owns a range of assets including developments, HMOs, BTLs and serviced accommodation. InvestLikeAPro was set up so anyone can invest like a pro.
For a quick chat on how we can help you with this for your financial independence, 
Subscribe to my 
Follow my 
Get my 
I’m also 
