How to Invest When Your Portfolio Gets Bigger

Ben Carlson · 3 Sept 2026 · awealthofcommonsense.com ↗

2 korrents from this piece

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Every claim below was made in this piece, quoted word for word and numbered in the order the piece makes them, so you can read it there rather than take our word for it. The sentence above each quote is our reading of the claim, not their wording. Each quote was checked against a stored copy of the page at build time; where the two differ, the quote is the fact.

Our reading
Portfolios get changed because of life events far more often than because of market events.

Their wordsOne of the biggest lessons I’ve learned working in wealth management all these years is that portfolio changes in client accounts happen more frequently from life events rather than market events.

Interesting
Our reading
Saving dominates returns early in a career and returns dominate saving later, because compounding is back-loaded.

Their wordsHow much you save has a far greater impact than your investments early on in your career. But as your portfolio grows, investment returns swamp your savings because of the wonders of compounding.

Interesting