Over a period of two years, THE LIBERTY PORTFOLIO will deploy $100,000 in capital to build a long-term diversified portfolio. You don’t need to have $100,000 to benefit from the service. You can invest proportionally based on your own assets.
Each month, THE LIBERTY PORTFOLIO will parcel out a few thousand dollars into securities on a dollar-cost average strategy. Should the market have a big correction or a crash, I’ll accelerate the schedule and put more money to work more quickly.
I will rebalance the portfolio every six months, or as conditions warrant.
Once we have the portfolio established, I will monitor it every single month, and constantly evaluate if the reasons I purchased each security are still valid. If there’s a change, or if a company is acquired, I’ll replace it.
Goal: To build and maintain a long-term diversified portfolio whose risk-adjusted returns aims to beat a weighted average of benchmarks.