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In this episode Dev unpacks the three pillars of investing: risk, return, and volatility. He covers:
๐๐ฟ how to figure out your personal risk tolerance
๐๐ป why chasing high returns usually means more risk
๐ what volatility actually means (and why itโs normal)
๐๐ผ what is the efficient frontier
๐๐ฝ how diversification helps manage risk
๐๐พ the impact of inflation on long-term returns
๐๐ป modern portfolio theory
๐๐ฟ why past performance isnโt a reliable guide
๐ the importance of aligning your strategy with your goals
Related episodes ๐ง 228 what is modern portfolio theory? Listen on Apple | Listen on Spotify
Dev Raga Personal Finance is proudly supported by Sphere Home Loans and Skye Wealth.
Need a mortgage broker? Check out https://www.spherehomeloans.com.au
Need to review your personal insurances? Head to https://skye.com.au
We hate email spam so we donโt create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
SYMO interactive Pty Ltd trading as money money money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services license 451289.
Hosted on Acast. See acast.com/privacy for more information.
In this episode Dev unpacks the three pillars of investing: risk, return, and volatility. He covers:
๐๐ฟ how to figure out your personal risk tolerance
๐๐ป why chasing high returns usually means more risk
๐ what volatility actually means (and why itโs normal)
๐๐ผ what is the efficient frontier
๐๐ฝ how diversification helps manage risk
๐๐พ the impact of inflation on long-term returns
๐๐ป modern portfolio theory
๐๐ฟ why past performance isnโt a reliable guide
๐ the importance of aligning your strategy with your goals
Related episodes ๐ง 228 what is modern portfolio theory? Listen on Apple | Listen on Spotify
Dev Raga Personal Finance is proudly supported by Sphere Home Loans and Skye Wealth.
Need a mortgage broker? Check out https://www.spherehomeloans.com.au
Need to review your personal insurances? Head to https://skye.com.au
We hate email spam so we donโt create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
SYMO interactive Pty Ltd trading as money money money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services license 451289.
Hosted on Acast. See acast.com/privacy for more information.
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