Portfolio design

2022-09-05

Portfolio design is very important. Everyone starts with an investing portfolio. As you getbetter and more confident, you should also open a trading portfolio.

For investment portfolio following sub sections must be considered:

Based on time:

Short term, mid term, long term

Based on stock market cap:

Small cap, mid cap, large cap

Based on returns:

Dividend, growth, value

All above must be factored into the portfoliodesign

Also percentages of each will depend on risk profile, eg 60% large cap, 25% mid cap, 15% small cap may work for some but not for others

It is necessary to rebalance and review the portfolio atleast every quarter.

Once the basic investment portfolio is established then the trading portfolio can be established

Again this could be from stocks by swing trading or options.

A lot of thought should be put into portfolio design to find what works for each individual. You should also consider geographical diversity.

Tips For Beginners

You can find informative tips and suggestions to help you start trade and stay safe as an beginner!

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Desumond
2022-09-05
Desumond
good read on basics!
- Sandyboy:
  Thanks sir!
MicroStrategist
2022-09-05
MicroStrategist
yayayaya papaya
DarrenA
2022-09-05
DarrenA
👍
Ong86
2022-09-05
Ong86
Wow
MrLim
2022-09-05
MrLim
Ok
ErlinEL
2022-09-05
ErlinEL
Ok

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":9933730082,"tweetId":"9933730082","gmtCreate":1662342606847,"gmtModify":1676537040511,"author":{"id":4096961999981430,"idStr":"4096961999981430","authorId":4096961999981430,"authorIdStr":"4096961999981430","name":"Sandyboy","avatar":"https://community-static.tradeup.com/news/c0493c8f653046dcb6adcd04d9fbd091","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":8,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.13","exceedPercentage":"93.74%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":45,"starInvestorFlag":false},"themes":[{"themeId":"79158501e1e54402b8d1affab86623b3","categoryId":"7cbb30544f7e4946acd0f699136a7d66","name":"Tips For Beginners","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":79158501e1e54402b8d1affab86623b3}&rnconfig={\"headerBarHidden\": true}","description":"You can find informative tips and suggestions to help you start trade and stay safe as an beginner!","image":"https://community-static.tradeup.com/news/59ca758a29e5fd7a4fd6e78e0972be37"}],"images":[],"coverImages":[],"title":"Portfolio design","html":"<html><head></head><body>Portfolio design is very important. Everyone starts with an investing portfolio. As you getbetter and more confident, you should also open a trading portfolio.For investment portfolio following sub sections must be considered:Based on time:Short term, mid term, long termBased on stock market cap:Small cap, mid cap, large capBased on returns:Dividend, growth, valueAll above must be factored into the portfoliodesign&nbsp;Also percentages of each will depend on risk profile, eg 60% large cap, 25% mid cap, 15% small cap may work for some but not for othersIt is necessary to rebalance and review&nbsp;the portfolio atleast every quarter.Once the basic investment&nbsp;portfolio is established then the trading portfolio can be established&nbsp;Again this could be from stocks by swing trading or options.A lot of thought should be put into portfolio design to find what works for each individual. You should also consider geographical diversity.</body></html>","htmlText":"<html><head></head><body>Portfolio design is very important. Everyone starts with an investing portfolio. As you getbetter and more confident, you should also open a trading portfolio.For investment portfolio following sub sections must be considered:Based on time:Short term, mid term, long termBased on stock market cap:Small cap, mid cap, large capBased on returns:Dividend, growth, valueAll above must be factored into the portfoliodesign&nbsp;Also percentages of each will depend on risk profile, eg 60% large cap, 25% mid cap, 15% small cap may work for some but not for othersIt is necessary to rebalance and review&nbsp;the portfolio atleast every quarter.Once the basic investment&nbsp;portfolio is established then the trading portfolio can be established&nbsp;Again this could be from stocks by swing trading or options.A lot of thought should be put into portfolio design to find what works for each individual. You should also consider geographical diversity.</body></html>","text":"Portfolio design is very important. Everyone starts with an investing portfolio. As you getbetter and more confident, you should also open a trading portfolio. For investment portfolio following sub sections must be considered: Based on time: Short term, mid term, long term Based on stock market cap: Small cap, mid cap, large cap Based on returns: Dividend, growth, value All above must be factored into the portfoliodesign Also percentages of each will depend on risk profile, eg 60% large cap, 25% mid cap, 15% small cap may work for some but not for others It is necessary to rebalance and review the portfolio atleast every quarter. Once the basic investment portfolio is established then the trading portfolio can be established Again this could be from stocks by swing trading or options. A lot of thought should be put into portfolio design to find what works for each individual. You should also consider geographical diversity.","highlighted":1,"essential":2,"paper":2,"likeSize":57,"commentSize":46,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/9933730082","repostId":0,"isVote":1,"tweetType":1,"viewCount":1338,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":785,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":103774692,"commentId":"103774692","gmtCreate":1662352186483,"gmtModify":1663258225846,"authorId":3583200328045278,"author":{"id":3583200328045278,"idStr":"3583200328045278","authorId":3583200328045278,"name":"Desumond","avatar":"https://static.tigerbbs.com/4fc08d7e2c45d77546bd06e1f68129d7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9933730082,"objectIdStr":"9933730082","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"good read on basics!","text":"good read on basics!","html":"good read on basics!","likeSize":0,"commentSize":1,"subComments":[{"id":103775878,"commentId":"103775878","gmtCreate":1662356125292,"gmtModify":1663258230435,"authorId":4096961999981430,"author":{"id":4096961999981430,"idStr":"4096961999981430","authorId":4096961999981430,"name":"Sandyboy","avatar":"https://community-static.tradeup.com/news/c0493c8f653046dcb6adcd04d9fbd091","vip":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.13","exceedPercentage":"93.74%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9933730082,"objectIdStr":"9933730082","type":1,"supId":103774692,"supIdStr":"103774692","prevId":0,"prevIdStr":"0","content":"Thanks sir!","text":"Thanks sir!","html":"Thanks sir!"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":103772487,"commentId":"103772487","gmtCreate":1662343971943,"gmtModify":1663258215639,"authorId":3561713422683896,"author":{"id":3561713422683896,"idStr":"3561713422683896","authorId":3561713422683896,"name":"MicroStrategist","avatar":"https://community-static.tradeup.com/news/a1f9b1071e75ec59572f7ba9bbb0a4ed","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.50%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.22","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":0,"categoryType":2007}]},"repliedAuthorId":0,"objectId":9933730082,"objectIdStr":"9933730082","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"yayayaya papaya","text":"yayayaya papaya","html":"yayayaya papaya","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":103774160,"commentId":"103774160","gmtCreate":1662349466341,"gmtModify":1663258223251,"authorId":3586123561468727,"author":{"id":3586123561468727,"idStr":"3586123561468727","authorId":3586123561468727,"name":"DarrenA","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9933730082,"objectIdStr":"9933730082","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"👍","text":"👍","html":"👍","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":103772763,"commentId":"103772763","gmtCreate":1662344471554,"gmtModify":1663258218147,"authorId":3555051353508945,"author":{"id":3555051353508945,"idStr":"3555051353508945","authorId":3555051353508945,"name":"Ong86","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9933730082,"objectIdStr":"9933730082","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Wow","text":"Wow","html":"Wow","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":103772765,"commentId":"103772765","gmtCreate":1662344474127,"gmtModify":1663258218147,"authorId":3572992108437603,"author":{"id":3572992108437603,"idStr":"3572992108437603","authorId":3572992108437603,"name":"MrLim","avatar":"https://static.tigerbbs.com/e583c75322dd4651672938ebba8683b7","vip":1,"currentWearingBadge":{"badgeId":"f00de38e20574ad1abf55a15966547c8-1","templateUuid":"f00de38e20574ad1abf55a15966547c8","name":"Average winning trade","description":"Top 50%","bigImgUrl":"https://community-static.tradeup.com/news/f53cdecfbff6499d133bad354ae10ff1","smallImgUrl":"https://community-static.tradeup.com/news/2554f84686bbcccc035b93fe29308e43","grayImgUrl":"https://community-static.tradeup.com/news/84c66bc70ac1cf09f4e89b1d4ca9d017","redirectLinkEnabled":0,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.26","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":5200},"crmLevel":3,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9933730082,"objectIdStr":"9933730082","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Ok","text":"Ok","html":"Ok","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":103772766,"commentId":"103772766","gmtCreate":1662344479994,"gmtModify":1663258218146,"authorId":4088315707087830,"author":{"id":4088315707087830,"idStr":"4088315707087830","authorId":4088315707087830,"name":"ErlinEL","avatar":"https://static.itradeup.com/news/f95efbd93bdd27fb6297cfab25adfdc4","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9933730082,"objectIdStr":"9933730082","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Ok","text":"Ok","html":"Ok","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/9933730082"}