From First Dollar to Retirement: Progressive Portfolio Building for Every Experience Level
Posted on February 16, 2026 by Charlotte Bennett
A progressive portfolio-building plan should do two things at once: invest early with a simple, defensible structure and evolve the portfolio only when an upgrade clearly improves outcomes across cost, taxes, diversification, or behaviour. The goal is not to graduate into complexity but to graduate into clarity. Defining Portfolio Boundaries Step zero is defining what […]