Oct. 26, 2022

How to Construct a Diversified Stock Portfolio of Major Index Funds

How to Construct a Diversified Stock Portfolio of Major Index Funds

And some free tools to level up your portfolio.

I’m not an investment professional or licensed financial advisor, but I do have access to free products and portfolios built by licensed investment professionals—and so do you! The perks of living in 2022, right?

This week, we’re breaking down a few big investing topics:

  • the relationship between risk and returns
  • diversification beyond the S&P 500 (and why it’s something you may want to consider, considering it involves securities that aren’t down 25% YTD)
  • the (free) tools you can use to level up your portfolio

I also sat down for a conversation with Trey Lockerbie of The Investor’s Podcast Network (https://www.theinvestorspodcast.com/) to talk about all things “value investing,” Warren Buffett, and why Trey can’t help himself from investing in individual stocks.

To learn more about our sponsor, Vin Social, check out http://vinsocialvip.com/.

Episode transcripts can be found at https://www.podpage.com/money-with-katie-show/.

Mentioned in the Episode

Follow Along

- Listen to Money with Katie here: https://www.podpage.com/money-with-katie-show/

- Read Money with Katie: https://moneywithkatie.com/

Follow Money with Katie!

- Instagram: https://www.instagram.com/moneywithkatie/

- Twitter: https://twitter.com/moneywithkatie

- TikTok: https://www.tiktok.com/@moneywithkatie


Subscribe to Morning Brew

- Sign up for free today: https://bit.ly/morningbrewyt

Follow The Brew!

- Instagram: https://www.instagram.com/morningbrew/

- Twitter: https://twitter.com/MorningBrew

- TikTok: https://www.tiktok.com/@morningbrew