How to Build an Investment Portfolio for Long-Term Success

By Dr. James M. Dahle, WCI Founder

Many beginning investors feel overwhelmed and don’t know where to start when trying to design and implement their investment portfolio. They feel so helpless with this task that, in retrospect, always seems so easy that they run to a financial advisor for assistance. Unfortunately, some writers suggest as many as 93% of financial advisors are simply salespeople, and so, many of these naive investors don’t get started off on the right foot.

DIY investing can be overwhelming, but you’ve got this. An important principle to remember when designing and implementing your investment portfolio is “Don’t Take Shortcuts.” This may seem very basic, but it is frequently skipped, leading to numerous problems down the line in the process of portfolio design.

The process is simple, but it is critical that you take it in order.

Set goals,
Develop an asset allocation,
Implement the asset allocation,
Maintain the plan.

Taking things one step at a time,…

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This article was written by Lauren O’Brien and originally published on