Wealth Systems: Dividend A Day, Part III

Building the Ultimate Income Portfolio

This is the first Wealth Engine we’re unveiling over the course of a seven-part special series.

We’re going to get your very own Wealth System up and running.

Welcome to Part III.

Before we dive in, make sure you’ve enjoyed Parts I & II (links below).

You can find Part I here:

Then enjoy Part II here:

Onto the main event.

Portfolio Management

In Part II we reviewed the securities selection process - what to look for in these dividend-paying stocks.

Now we’re going to study the strategies and tactics to layering multiple individual stock purchases together into a cohesive, high-performance portfolio.

Portfolio management is a critical skill for investors looking to build long-term wealth. At its core, portfolio management involves overseeing a collection of investments and optimizing the balance between risk and return according to an investor's specific goals, time horizon, and risk tolerance. This requires research, planning, diversification, and periodic rebalancing to adapt to changing mar…