The Table with Anthony ONeal

How to Build a 5-Part ETF Portfolio Starting With $100 | Courtney Hale

September 2, 2026·36 min
Episode Description from the Publisher

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 may have changed.Mentioned Here: 📖 Order "Stop Living Paycheck to Paycheck" (+$275 in free bonuses): https://www.anthonyoneal.com/book 📈 Compare Investing Platforms and Buy Your First ETF: https://www.anthonyoneal.com/investKEY POINTS00:00 – Introduction01:41 – How ETFs simplify investing and why overlapping funds can create overconcentration03:06 – Why investing should be automated every payday04:22 – The five jobs in Courtney’s Everyday Investor Portfolio06:28 – Why beginners should focus on five to seven investments08:12 – Building the Engine and Accelerator with SPMO and DRAM13:41 – How one ETF can provide access to a basket of expensive companies15:07 – Why every portfolio needs downside protection16:37 – Using the optional Edge category for informed personal opportunities22:32 – Power Plays, six-month portfolio reviews and the $566.24 portfolio example29:46 – How FOMO leads investors to abandon their strategy33:48 – Evaluating where new investments belong and passing the framework to your childrenABOUT ANTHONY ONEAL:Anthony O'Neal is a nationally bestselling author, speaker, and host of The Table with Anthony O'Neal. He holds a Bachelor of Science in Finance & Banking and is a professor of Consumer Economics at Virginia Union University. Since 2014, he's helped millions of people get out of debt, build wealth, and break generational poverty. His mission is to help you maximize your income, eliminate debt, and create a life of freedom and legacy.📅 BOOK ANTHONY TO SPEAK AT YOUR EVENT: bookings@anthonyoneal.com 🤝 SPONSOR THE TABLE PODCAST: partnerships@anthonyoneal.com Connect With Anthony:👉 Website: https://www.anthonyoneal.com 📸 Instagram: https://www.instagram.com/anthonyoneal 🎵 TikTok: @_anthonyoneal FREE TOOLS & RESOURCES:📊 Budgeting & Wealth Tracker: https://www.anthonyoneal.com/wealthbudget 🧠 Book a FREE 15-Minute Financial Plan: https://www.anthonyoneal.com/getmyplan 📞 Call In & Be On The Show: (771)-224-8131TRUSTED PARTNERS:These tools help you win with money:- SoFi High-Yield Savings (Earn 4.6% APY): https://anthonyoneal.com/savings - Dovly (Credit repair made simple): https://www.anthonyoneal.com/dovly - Kikoff (Build credit the smart way): https://www.anthonyoneal.com/kikoff - MooMoo (Start investing + get 5 FREE stocks): https://www.anthonyoneal.com/moomoo - Ethos Life Insurance (Term life in minutes): https://link.anthonyoneal.com/ethos - BetterHelp (Affordable online therapy): https://link.anthonyoneal.com/betterhelp Affiliate Disclaimer: Some links are affiliate links, meaning I may earn a commission at

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