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Writer's pictureMax Teh

Complete Guide To Create a Winning Stocks Portfolio To Achieve Your Financial Goals.

Updated: Oct 26

Table of Contents:


Disclaimer: This communication is provided for information purposes only and is not intended as a recommendation or a solicitation to buy, sell or hold any investment product. Readers are solely responsible for their own investment decisions.

 

Preface

This guide is the compilation of the checklists, processes and tools I have used to build an investment portfolio that consistently generated above-average returns over time.



While countless guides and books claim to offer the secret to building a winning stock portfolio, many fall short in key areas:

  1. Lack of Transparency Authors often withhold their own returns/ performance, making it difficult to gauge the effectiveness of their strategies.

  2. Information Gap Crucial details, like where & how to access essential information for analysis, are frequently missing, leaving readers without practical guidance, only theoretical information.

  3. Goal-less Approach Failing to emphasize the importance of starting with clear financial goals leaves readers without a personalized roadmap for success.

  4. Jargon Overload Complex language and technical jargon can alienate new investors and hinder understanding.

This series of microblogs aims to bridge these gaps and empower you to build a portfolio that aligns with your individual aspirations. Here's what sets it apart:

  1. Transparency I openly share my long-term portfolio performance, allowing you to learn from someone with demonstrably successful strategies.

  2. Actionable Insights Each microblog provides clear examples and free online tools to help you apply the concepts to real-world stock analysis.

  3. Goal-Oriented Framewor