EPISODE · Jul 16, 2019 · 17 MIN
Episode #2: How to Setup Your Portfolio, the BASE and the BOOST
from The Modern Stock & Options Trading Show
In this episode of the Modern Stock & Options Trading Show, you will learn how to properly frame your portfolio before you start trading and investing. Russ will teach you to divide your investing capital (and accounts) into short term, medium term and long term timeframes and then to further divide the portfolio into the BASE portion of the portfolio and the BOOST portion of the portfolio. This framework brings together asset allocation & risk management and is the critical process to manage your portfolio and where the stock & options strategies will fit in. This risk management needs to be done before you trade. Don't forget to subscribe to the show! Mathews Capital Management LLC Russ Mathews, CEO & Founder [email protected]
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Episode #2: How to Setup Your Portfolio, the BASE and the BOOST
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