How investment strategies build a disciplined long-term portfolio

Investment strategies are sets of rules, behaviors, or procedures that guide an investor's portfolio choices, sometimes involving a tradeoff between risk and return. What helps build a disciplined long-term portfolio without relying on short-term market predictions? The lessons consider time horizons, passive approaches, portfolio choices, and ways to invest steadily.

2 articles, 1 book · about 12 min of reading and viewing

The reading path

1. Read
   investment strategies · Wikipedia · 7 min read

   Investment strategies are influenced by the time horizon of investments. Shares should be invested in with a minimum time frame of 5 years in mind. Passive investment strategies, including buy and hold and passive indexing, are often used to minimize transaction costs. Passive investors don't believe it is possible to time the market.

2. Read
   

   Asset Allocation: What You Need to Know - A Wealth of Common Sense · A Wealth of Common Sense · 5 min read

   Investment strategies can use historical results and valuations to shape views of the present without trying to forecast the short term. Spreading contributions through dollar cost averaging avoids having to predict market movements.

3. Book
   

   A Random Walk Down Wall Street · Bookshop.org

   A Random Walk Down Wall Street by Burton G. Malkiel describes tax-loss harvesting, automated investment advisers, factor investing, and risk parity, giving readers concrete investment approaches to consider when starting a portfolio or 401(k).

Book links are Bookshop.org affiliate links. Curiate may earn a commission on purchases, at no extra cost to you — Bookshop.org also gives a share to independent bookshops.