Once you have determined which assets you would like to include in your portfolio, the final step is to purchase these assets. Purchase your emergency fund first, then purchase your core assets, and then purchase the assets you are including to diversify your portfolio. The order of purchasing assets that this section outlines is important; however, once you have purchased your emergency fund, you can purchase the remaining assets at the same time if you want.

Once you reach your target portfolio size, and once you reach your individual asset allocation targets for phases one through four, create a new target portfolio size by adding a specific amount to your original target portfolio size (e.g., $100,000). Your new target portfolio goal would be $200,000 (your original target of $100,000 plus the additional $100,000). You can then incorporate all new investments in your portfolio according to the new target allocations in your investment plan. Keep your investments consistent with your goals, your budget, the investing principles outlined in this website, and your investment plan.