Resources

How To Start Investing

A step-by-step path to begin your investing journey.

1) Build a base first

Before any stock picking, make sure you’ve got:

  • Emergency cash (3–6 months)
  • High-interest debt under control
  • A steady monthly surplus

This creates a base that keeps you from making emotional decisions later.

2) Start with index funds

Index funds give you broad market exposure without needing to choose individual stocks.

A simple starting allocation:

  • 70–90% in a broad stock index like SPY or QQQ
  • 10-30% in individual stocks

It’s the foundation that compounds quietly over time.

If you don’t have a brokerage account yet, start here: Brokerage Accounts.

3) Add a starter allocation

If you want to learn stocks, keep it small.

  • 5–10% max to start
  • 1–3 positions you actually understand
  • Time horizon of years, not weeks

Your goal is learning and discipline with a low activity level. Allocation can increase as you gain more experience with the market.

4) Automate contributions

Consistency matters more than timing. Automate a bi-weekly deposit so you’re investing even when you’re busy.

5) Review infrequently

Daily noise trains bad behavior. A weekly or monthly check-in is enough for most people.

The bottom line

Investing is about building a simple system that can compound for a long time.

Start small. Stay consistent. Let time do the heavy lifting.