A workshop that explains the basic steps for building an investment portfolio in a practical way, with clarification of important terms such as the level of focus of the portfolio and how to set investment goals using a matrix with different annual returns.

Workshop agenda

• Determine your investment plan
• Choose the types of assets for your investment portfolio
• Estimate the concentration of assets in the portfolio
• Start implementing the plan and follow up on the portfolio periodically
• Invest in new companies or projects