An area

Diversification & asset allocation

How to build a portfolio around one giant, illiquid bet: splitting money across risk so the rest of your wealth is ballast, not more of the same wager.

Asset allocation for a founder 8

How to split money across risk when one giant, risky bet already dominates your net worth.

How should I think about asset allocation when my startup is most of my net worth? 3 → What's a simple portfolio a busy founder can actually maintain? 3 → How much of my money should be in equity versus safer assets at my age and stage? 2 → Should I count my startup equity as part of my portfolio when I decide how to invest my liquid money? 2 → How big should my emergency fund be as a founder with unpredictable income? 2 → All 8 questions in Asset allocation for a founder →
Rebalancing and reviewing 3

Keeping the plan on track without fiddling with it every time the news moves.

How often should I review or rebalance my portfolio? 2 → What actually triggers a rebalance, a fixed date or a drift threshold? 2 → How do I stop myself from tinkering with my portfolio every time the market drops? 2 →
eChai Partner Brands The partnership →