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Episode 6: Index vs. Active Scorecard, 3 DIY Portfolios, The Perfect Portfolio
In Episode 6 : "Index vs. Active Scorecard, 3 DIY Portfolios, The Perfect Portfolio," Brett Croft compares index funds (e.g., S&P 500 ETF) to active management, unveiling three DIY portfolios for UHNW clients. He explores crafting the "perfect portfolio" by balancing risk, returns, and simplicity. Tune in for actionable strategies to optimize wealth with transparent, low-cost investing.
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By Brett Croft, CFP®, CFA®, CTFA®In Episode 6 : "Index vs. Active Scorecard, 3 DIY Portfolios, The Perfect Portfolio," Brett Croft compares index funds (e.g., S&P 500 ETF) to active management, unveiling three DIY portfolios for UHNW clients. He explores crafting the "perfect portfolio" by balancing risk, returns, and simplicity. Tune in for actionable strategies to optimize wealth with transparent, low-cost investing.