Transitioning to a ‘grown up’ portfolio

I recently wrote an article on my approach to investing. I went through the evolution of my strategy from my first baby steps into investing, to one that suits my circumstances and designed to achieve my financial goals.

I understood that I needed to invest but when I made my first investments, I had no idea how to pick the right ones for me.

I started investing when I was working at a fund manager. My strategy was just picking the investments that I was most familiar with. I wanted to get into the market as soon as I understood how important it was to achieve my goals and I knew the value in getting started as early as possible.

I don’t think I am alone in this. We saw this with the influx of new investors in 2020 and 2021. This was…

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