Attention: Money 101 will no longer be available after May 31, 2021. After that time the Enrich financial literacy tool will be available at moving forward.

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Saving & Investing - Head Matters


8. Building an Investment Portfolio

Once you’ve decided whether you’ll be investing on your own or with the help of a financial professional, it’s time to start building your portfolio. The most important factors in building your portfolio are:

  1. Risk tolerance
  2. Asset allocation
  3. Diversification
  4. Rebalancing
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