How to Build a 7-Figure Portfolio With Only $200/Month | Courtney Hale

Finance and Investment

In this episode, Anthony O’Neal sits down with Courtney Hale to break down his five-part ETF portfolio and explain how ETFs work, why overlapping funds may not provide real diversification and how everyday investors can build a portfolio designed for growth and protection. They also discuss starting with what you can afford, reviewing your portfolio every six months and avoiding the FOMO that causes investors to chase every new opportunity.

*ETF prices and market information reflect the time of recording and

⏱️ IN THIS EPISODE
00:00 – Introduction
03:10 – How ETFs simplify investing and why overlapping funds can create overconcentration
06:02 – Why investing should be automated every payday
07:13 – The five jobs in Courtney’s Everyday Investor Portfolio
09:23 – Why beginners should focus on five to seven investments
11:04 – Building the Engine and Accelerator with SPMO and DRAM
16:38 – How one ETF can provide access to a basket of expensive companies
18:01 – Why every portfolio needs downside protection
19:30 – Using the optional Edge category for informed personal opportunities
25:19 – Power Plays, six-month portfolio reviews and the $566.24 portfolio example
32:41 – How FOMO leads investors to abandon their strategy
36:43 – Evaluating where new investments belong and passing the framework to your children

#MoneyThatWorks #PersonalFinance #PassiveIncome #FinancialFreedom