Portfolio Craft

Diversification, allocation, rebalancing, and a one-page portfolio you can explain.

Personal Finance 201 · Intermediate · 50–60 min · Start reading

Articles in this series

1. What a portfolio is (6 min) — A portfolio is everything you own that has a money job - counted on one page.
2. Diversification without the poster (8 min) — Diversification is different jobs, not twelve equity funds doing the same job.
3. Allocation: picking a split (8 min) — Allocation is the percentage each room gets. Age rules are sketches. Sleep is data.
4. Rebalancing, the quiet habit (7 min) — Once or twice a year, put the mix back near the target - preferably with new money.
5. Tracking without obsessing (6 min) — Monthly is plenty for a SIP household. Watch contributions and drift, not daily NAV.
6. When the split should change (6 min) — Life changes the mix. Headlines do not.
7. Your one-page portfolio (6 min) — If it does not fit on one page, it will not be managed.

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Educational only — not investment advice.