# How to Build a Portfolio: What to Own, What to Skip, and Why

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Text version: https://stenobird.com/podcast/the-morning-filter-7182033/how-to-build-a-portfolio-what-to-own-what-to-skip-and-why.md
Podcast: [The Morning Filter](https://stenobird.com/podcast/the-morning-filter-7182033)
Published: 2026-04-23T13:00:00+00:00
Episode link: https://the-morning-filter.simplecast.com/episodes/how-to-build-a-portfolio-what-to-own-what-to-skip-and-why-OFZQwnu1
Audio file: https://afp-956310-injected.calisto.simplecastaudio.com/d27c977a-47cf-41b9-923d-545b2b0f9f45/episodes/364d282f-41f0-4ac3-a30b-c321588d78fd/audio/128/default.mp3?aid=rss_feed&awCollectionId=d27c977a-47cf-41b9-923d-545b2b0f9f45&awEpisodeId=364d282f-41f0-4ac3-a30b-c321588d78fd&feed=3Or7cJoW
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JSON: https://stenobird.com/v1/public/podcasts/the-morning-filter-7182033/episodes/how-to-build-a-portfolio-what-to-own-what-to-skip-and-why
Duration seconds: 2684

## Resource

The difference between a well-built portfolio and a risky one often comes down to a few key choices.

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## Transcript

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