I am a newbie and looking forward to some step by step direction

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Do I first invest in foundation stocks and later add from the bull list.
I am wondering where to find your model portfolios and how should one make decision as to which one to invest.

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Asked on March 27, 2023 7:34 pm
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Hey there!

The typical process a new investor here would take would be to build a portfolio around the Foundational Stocks, and then supplement that portfolio with stocks from the Bull Lists yes.

But if you are completely new, you will likely find our model portfolios to be the best solution for crafting an initial portfolio.

I know you're new here and still in our introductory e-mail sequence. Have a watch of the video for our model portfolios when you get it (should be today or tomorrow) and then drop on here with any initial questions.

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Posted by Dan Kent
Answered on March 28, 2023 7:57 am
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First you will have to decide what kind of Investor you want to be. Ex) Growth investor, Dividend growth, income investor or an Index Investor. (those are just a few) The type of investor you want to be can determined by your Age and what kind of risk tolerance you would like to have.

If you are younger you can tolerate a bit more Risk = Growth Investor
If you are young and don't like a lot of risk = Growth Dividend or Index Investor
If you are a older and most likely more conservative = Income investor

That is just a rough Guideline it will vary from person to person.

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Posted by Dan Kent
Answered on March 28, 2023 7:55 am