Tackle Today: Portfolio Design | Tackle Trading: The #1 rated trading education platform

Tackle Today: Portfolio Design

Tackle Today Portfolio Design

Here are the two key steps. ≈

Traders,

Over the next week of messages, we will explore Portfolio Design and Delta Weighting. Herein lies a brief introduction to the first one. 

You open an account, fund it with some dough, and now you’re sitting with a whole bunch of money in cash. Now what?  

If desired, you could start throwing on trades willy-nilly. But the endgame of such a reckless process will be a portfolio full of random positions. It will lack purpose and synergy. 

Here’s a better approach. And by “better,” we mean more structured and consistent. Ultimately it will give you a better chance at reaching your goals. 

First, list out the investments or trading systems you want to allocate capital to. Presumably, these would be systems that you’re confident will make money over time, given your skill set. For instance, I wouldn’t allocate my hard-earned money to a day trading system unless I first proved I could make money with it. Potential investments fall into three categories: cash flow, growth, and speculation. Our Chart of the Day below provides more detail. 

The systems you select could include swing trading with the S.T.E.P. Swing Trading System, Cash Flow Condors, or Covered Calls using the Tackle 25 System. Maybe you want exposure to cryptocurrencies or broad market ETFs for a more diversified and passive approach. Again, it could be a few systems or a lot, depending on the individual. 

Second, consider your risk tolerance and investment objectives. Then, based on both factors, identify how much money is appropriate for each system. Generally, investors place more funds into conservative strategies and less into aggressive or riskier ones. But there’s room for personal preference here. 

Complete both steps, and voila! you just designed your portfolio.

🛑 Upcoming Webinar – Portfolio Design for Beginners: How to Design your Trading & Investing Portfolio with Coach Tim Justice

Join Tackle Trading in this upcoming Trading For Beginners webinar on the basics of Portfolio Design and Delta Weighting for traders and investors alike.

Click on the button below to go to YouTube and set a reminder so you won’t miss it when Coach Tim goes LIVE.


Video of the Day: Trading Concept Check – Portfolio Design

Watch this quick video to help you make sure you understand the important concept of proper portfolio design for all of your trading and investing strategies.


Chart of the Day: Portfolio Design Wheel

Chart of the Day Portfolio Design Wheel

Here’s a simple way to organize the various systems and strategies you use in portfolio design. How much you allocate to each one boils down to risk tolerance, objectives, and skill set.


Today’s line up

Traders Lounge 11 AM EST

Join the coaches in this live lounge, ask questions, discuss ideas or just sit back and listen to veteran traders discuss market conditions.

Halftime Report 12:30 PM EST

The Halftime Report starts at 12:30 EST and covers what news is driving the market, chart analysis from the movers and shakers of the day, and fun in a way that only Matt and Tim can deliver.

Weekend Reports

Watch the Stock, Options, Commodity, and Forex Reports to help you prepare for the week.


Tackle Trading: Financial Freedom is a Journey. Sign up now for a 15-day free trial.

Financial freedom is a journey

Sign up now and gain unfettered access to all of the quality content and powerful Scouting Reports that our Pro Members enjoy for 15-days absolutely free with no strings attached and let us show you what your trading has been missing.


Legal Disclaimer

Tackle Trading LLC (“Tackle Trading”) is providing this website and any related materials, including newsletters, blog posts, videos, social media postings and any other communications (collectively, the “Materials”) on an “as-is” basis. This means that although Tackle Trading strives to make the information accurate, thorough and current, neither Tackle Trading nor the author(s) of the Materials or the moderators guarantee or warrant the Materials or accept liability for any damage, loss or expense arising from the use of the Materials, whether based in tort, contract, or otherwise. Tackle Trading is providing the Materials for educational purposes only. We are not providing legal, accounting, or financial advisory services, and this is not a solicitation or recommendation to buy or sell any stocks, options, or other financial instruments or investments. Examples that address specific assets, stocks, options or other financial instrument transactions are for illustrative purposes only and are not intended to represent specific trades or transactions that we have conducted. In fact, for the purpose of illustration, we may use examples that are different from or contrary to transactions we have conducted or positions we hold. Furthermore, this website and any information or training herein are not intended as a solicitation for any future relationship, business or otherwise, between the users and the moderators. No express or implied warranties are being made with respect to these services and products. By using the Materials, each user agrees to indemnify and hold Tackle Trading harmless from all losses, expenses and costs, including reasonable attorneys’ fees, arising out of or resulting from user’s use of the Materials. In no event shall Tackle Trading or the author(s) or moderators be liable for any direct, special, consequential or incidental damages arising out of or related to the Materials. If this limitation on damages is not enforceable in some states, the total amount of Tackle Trading’s liability to the user or others shall not exceed the amount paid by the user for such Materials.

All investing and trading in the securities market involves a high degree of risk. Any decisions to place trades in the financial markets, including trading in stocks, options or other financial instruments, is a personal decision that should only be made after conducting thorough independent research, including a personal risk and financial assessment, and prior consultation with the user’s investment, legal, tax and accounting advisers, to determine whether such trading or investment is appropriate for that user.

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