Lecture 11 (24) Chapter 2: Combining Everything. The Full Portfolio Blueprint
In this lecture we will combine everything mentioned in the course
Thandiwe Mbeki
Two chapters, twenty-four lectures, and a genuinely large amount of real JSE and fund data later. Here's where it all becomes one coherent portfolio, built in a specific order.
Build Bottom-Up, Not All at Once
The instinct is often to jump straight to the exciting part - individual stock picks, offshore exposure. Resist that. Each layer below exists to protect the one above it, which is why the order matters as much as the contents:
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