The Ultimate FD Podcast

#157 - The Portfolio Review


Listen Later

In this week’s episode, we dive into something crucial - portfolio reviews and making your investments work harder for you 💪🏻

I've been in property investment for years, running Ultimate FD and building my own portfolio. Today I'm sharing my approach to maximising returns through strategic portfolio management.

Here's what I cover in this episode:

➡️ I break down how to properly assess your investment properties using Return on Equity (ROE). This is absolutely key - I've seen too many investors skip this step and miss out on optimisation opportunities.

➡️ I get real about the challenges we're all facing - rising maintenance costs and interest rate changes hitting our bottom lines. And let's talk about something we don't discuss enough - getting emotionally attached to properties that aren't performing. Been there, done that, learned the hard way.

➡️ I walk you through my process for either repurposing underperforming properties or knowing when it's time to sell and reinvest elsewhere. This annual review process has been game-changing for my portfolio.

This episode is packed with actionable steps to improve your property investment game in the coming year. Trust me, these strategies work - I use them myself and now I’m sharing them with you. 

Remember: emotions and investing don't mix well. Let the numbers guide your decisions, and don't be afraid to make changes when the data shows you should.

I hope you enjoy!

👉🏻 DOWNLOAD A COPY OF OUR BOOK SMALL BUSINESS BIG PROFIT FOR FREE: https://ultimate-fd.webflow.io/small-business-big-profit 

👉🏻 FOUR-PART TAX TALK SERIES: Most entrepreneurs pay far too much tax or spend too much time worrying about the wrong things.

This is why we created the Tax Talks Series: From Start to Sell. This is a must-listen for any entrepreneur to understand all the challenges they will face from a tax perspective as they go on their entrepreneurial journey. Click here to go to the Tax Talks Series to gain access to the four-part series FREE OF CHARGE: https://www.ultimatefd.co.uk/tax-talks

👉🏻 HOW FINANCIALLY FIT IS YOUR BUSINESS? Take the Ultimate FD Acid test to find out and have a bespoke report in less than 5 minutes!!! Take the test here: https://josh-dtlqxm7w.scoreapp.com/

...more
View all episodesView all episodes
Download on the App Store

The Ultimate FD PodcastBy Josh Keegan


More shows like The Ultimate FD Podcast

View all
This is Money Podcast by This is Money

This is Money Podcast

43 Listeners

The Meaningful Money Personal Finance Podcast by Pete Matthew

The Meaningful Money Personal Finance Podcast

93 Listeners

Disruptors by Rob Moore

Disruptors

113 Listeners

The Property Podcast by Rob Bence and Rob Dix from The Property Hub

The Property Podcast

60 Listeners

The Money To The Masses Podcast by Damien Fahy

The Money To The Masses Podcast

16 Listeners

The Martell Method w/ Dan Martell by Dan Martell

The Martell Method w/ Dan Martell

572 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,409 Listeners

The Money Podcast by Rob Moore

The Money Podcast

22 Listeners

My First Million by Hubspot Media

My First Million

2,641 Listeners

James Sinclair's Business Broadcast by James Sinclair

James Sinclair's Business Broadcast

4 Listeners

The Blueprint Podcast by Daniel Hill

The Blueprint Podcast

4 Listeners

Simon Says by Simon Squibb

Simon Says

14 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

1,040 Listeners

BigDeal by Codie Sanchez

BigDeal

789 Listeners

Making Money by Damien Jordan & Timeyin Akerele from Most

Making Money

10 Listeners