Stage index
Stage 10 · Lesson 6 / 8
Your First Real Allocation
01 / 04

Your First Real Allocation

Coach Chad, waving
Lesson 6: Your First Real Allocation. Build for your actual horizon and tolerance — not for someone else's profile.

Same age, different deadlines. Who holds more stocks?


Go with your gut — before we match mixes to profiles.

Assessment

Two people are the same age. One needs the money in 3 years, the other in 30. Who should hold more in stocks?

Coach Chad, with a chart
Same age. One of them needs the cash in 3 years 📊