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7 steps to building an investment portfolio

Although success can be defined exclusively in personal terms, there are a few steps that all experienced investors take in order to make sure they are maximizing their profit

Often we hear about X or Y who make good profits from financial investments and we ask ourselves what the key to success is. Although success can be defined exclusively in personal terms, there are a few steps that all experienced investors take in order to make sure they are maximizing their profit.


Here are the first steps:

 

1. Defining financial objectives
Before starting, we have to establish some financial objective/ needs which are measurable, tangible and compatible with our lifestyle.


For more information, please see the Romanian version of the article, here.
 

Authors

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SAI. CERTINVEST SA