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How to Build a 5-Part ETF Portfolio Starting With $100 | Courtney Hale
Description
In this episode, Anthony O’Neal sits down with Courtney Hale to break down his five-part ETF portfolio and explain how ETFs work, why overlapping funds may not provide real diversification and how everyday investors can build a portfolio designed for growth and protection. They also discuss starting with what you can afford, reviewing your portfolio every six months and avoiding the FOMO that causes investors to chase every new opportunity.
*ETF prices and market information reflect the time of recording and may have changed.
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KEY POINTS
00:00 – Introduction
01:41 – How ETFs simplify investing and why overlapping funds can create overconcentration
03:06 – Why investing should be automated every payday
04:22 – The five jobs in Courtney’s Everyday Investor Portfolio
06:28 – Why beginners should focus on five to seven investments
08:12 – Building the Engine and Accelerator with SPMO and DRAM
13:41 – How one ETF can provide access to a basket of expensive companies
15:07 – Why every portfolio needs downside protection
16:37 – Using the optional Edge category for informed personal opportunities
22:32 – Power Plays, six-month portfolio reviews and the $566.24 portfolio example
29:46 – How FOMO leads investors to abandon their strategy
33:48 – Evaluating where new investments belong and passing the framework to your children
ABOUT ANTHONY ONEAL:
Anthony O'Neal is a nationally bestselling author, speaker, and host of The Table with Anthony O'Neal. He holds a Bachelor of Science in Finance & Banking and is a professor of Consumer Economics at Virginia Union University. Since 2014, he's helped millions of people get out of debt, build wealth, and break generational poverty. His mission is to help you maximize your income, eliminate debt, and create a life of freedom and legacy.
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