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(903) 455-1041     3101 Joe Ramsey Blvd. Suite 107, Greenville, TX 75401

Financial Lifestyle Management Greenville Texas – Vicki Ward

Financial Lifestyle Management Greenville Texas - Vicki Ward

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What is the yield on my portfolio?

Greenville, Texas Financial Advisor

Who wouldn’t want to have a successful stock portfolio? However, it is easier said than done, so avoid the “get-rich-quick scams” that have cropped up all over the place, promising a wealthy portfolio in hours! Before you can develop a profitable portfolio, you must consider your long-term goals and ambitions.

There are a few different approaches to take:

Long Term Blue Chip Investment
You can purchase shares based on your own calculations and intuitions at a price that you choose. This is saved in the same way as an investment property. They produce superior results over time.

Short Term Speculative Stock
Penny stocks, futures, short selling, options, and a variety of other speculative stocks are bought. These are high-risk investments, but with the correct supervision and expertise, they may be incredibly successful.

Combining the Two
When you invest in the two options listed above, you rely on the rise of Blue Chip stocks while making good short-term profits on your other investments. The manner you build your portfolio and how much time you spend maintaining it is determined by the level of risk you’re willing to take. Although other assistance may be required at times, it is ultimately up to you to make some time-sensitive decisions. Because online trading is not a miracle that can happen immediately, it takes a lot of work and patience. When it comes to Blue Chip stocks, capital growth is the goal. Other shares can demonstrate capital growth if kept for a long time, but they are more likely to lose value.

State of Personal Finances
Before you enter the market, you should assess the state of your personal finances, since the amount of money you have will limit the kind of stocks you may buy. If you opt to acquire Old Stocks or Blue Chips, be aware that they are quite expensive, and you will need a large sum of money to purchase them and establish a portfolio. Another option is to purchase such shares in the smallest numbers available and gradually build up your portfolio. This procedure, however, is arduous and time-consuming. Speculative stocks are the greatest alternative if you want to grow a portfolio quickly. This calculator will give you an estimate of your portfolio’s yield over a certain time period.

Keep a tight eye on your stocks by keeping track of your portfolio, because market and industry trends vary by the second, and you need to be up to date on everything.

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Call: (903) 455-1041

Vicki Ward CFP®
Financial Lifestyle Management

3101 Joe Ramsey Blvd. Suite #107
Greenville, TX 75401

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