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How to create an investment portfolio

Practical and personalized guide to build your first portfolio from scratch, step by step.

100+
happy clients
$100K+
under management
+20%
avg return

Results

When we finish you'll have

You understand the logic behind each asset in your portfolio
Portfolio built and running
Defined contribution and rebalancing plan
You know how to replicate the process in the future

What's included

What you get

Clear methodological framework

A proven process: diagnosis → risk profile → selection → construction → monitoring.

Adapted to your time horizon

Investing for 5 years is not the same as for retirement. The portfolio reflects this.

Practical asset selection

Which ETFs, what weights, which brokers. Everything concrete and executable, not just theory.

How it works

The process

1

Define your goals

Why are you investing? How much time do you have? How much risk can you tolerate? Without this there's no well-built portfolio.

2

Choose the right assets

Global ETFs, fixed income, direct stocks. Each type has its place and purpose based on your goals.

3

Build and execute

We open the broker, execute the first purchases and the portfolio starts working from day one.

Who it's for

Is this for you?

Starting from scratch and want to do it right from the beginning

See page →

You have accumulated savings not yet invested

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You want structure before you start buying assets

See page →
Nastasiia, investment advisor
+24% this year
5 years exp

About me

Bought my first asset at 16, still investing and getting results

I don't sell "magic" investments. I help you understand finances, build a clear system, and make conscious decisions.

My approach balances capital protection with reasonable growth. No aggressive schemes, no "10x in a month" promises.

100+
clients
$100К+
under management
90%
stay

Reviews

Real client stories

Video reviews and chat screenshots from those who have already changed their financial life

Nastasiia Invest client testimonial
Nastasiia Invest client testimonial
Nastasiia Invest client testimonial
Nastasiia Invest client testimonial
Nastasiia Invest client testimonial
Nastasiia Invest client testimonial
Nastasiia Invest client testimonial
Nastasiia Invest client testimonial
Nastasiia Invest client testimonial
Nastasiia Invest client testimonial
Nastasiia Invest client testimonial
Nastasiia Invest client testimonial
Nastasiia Invest client testimonial
Nastasiia Invest client testimonial
Nastasiia Invest client testimonial

FAQ

Frequently asked questions

Contact

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