How to Invest in 2025

Transform your portfolio into a fortress this year with our How to Invest in 2025 series! From December 30th to January 3rd, we will have 10 to 15-minute daily episodes filled with small and easy actions to make you confident about your 2025 investment plan. Here’s what we’ll discuss:

Intro and Top Stocks Booklet
What to Expect in 2025
The Perfectly Balanced Portfolio
Dividend Triangle Stock Checklist
Protect your Portfolio from Market Drawdown at Retirement

How to Invest in 2025 Introduction

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Download the Top Stocks Booklet

What to Expect in 2025

How could we summarize what happened in 2024? Most importantly, what are the investment themes for the year, and what impact could they have on your portfolio?

The Perfectly Balanced Portfolio

Today, we will discuss two ways to achieve a perfectly balanced portfolio: sector allocation and the risk assessment for each holding using stock categories.

Dividend Triangle Stock Checklist

It’s due diligence time! We have a special download that can save you a lot of time. This one-page fillable PDF includes the critical aspects of analyzing equities: their role, dividend, safety, and growth.

Download the Free Stock Checklist.

Protect your Portfolio from Market Drawdowns at Retirement

The transition from the accumulation phase to retirement can be hard. Each year of retirement can bring doubts, as we don’t know if the market will allow us to live as comfortably as expected. Fortunately, there are ways to prevent these uncertainties, and this is what we’ll discuss today.

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Download the Top Stocks for 2025 Booklet