Episode 10 — Building the Portfolio: The Recipe
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Episode 10 — Building the Portfolio: The Recipe
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Summary
Nine episodes of preparation. Today, everything comes together.
In this episode, I walk through how to actually build a portfolio for your child — turning the theory into real percentages, real allocations, and a real engine. Before you can build, you need to answer three questions: What is your objective? How long do you have? What is your risk tolerance? Everything follows from there.
I walk through two real examples. A five-year-old with a 15-year engine handover goal, and a thirteen-year-old with a seven-year target amount goal. Same ingredients, different proportions, different recipes — and I explain exactly why each choice was made.
I also cover how often to review, how the allocation shifts gradually as your child grows, and what the whole system actually looks like in practice once it is running.
The allies are in place. The dangers are named. The ingredients are understood. The vehicle is chosen. Now we build.
Beyond PiggyBanks is a podcast helping parents build long-term wealth for their children through simple, practical strategies. No jargon. No products. Just the knowledge you need to give your child the financial advantage we never had.