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How I’m Preparing My Portfolio Strategy for 2025
Work with me to create your own strategy: https://buildinvestlive.com/coachinglist
It’s time for my end of year review of my portfolio strategy and we have some changes to make as we head into 2025.
00:00 - Reviewing my current portfolio strategy
06:45 - Updating to better align with my goals
10:21 - How does it fit with my holdings?
View all episodes
By Matt Derron
4.8
88 ratings
Work with me to create your own strategy: https://buildinvestlive.com/coachinglist
It’s time for my end of year review of my portfolio strategy and we have some changes to make as we head into 2025.
00:00 - Reviewing my current portfolio strategy
06:45 - Updating to better align with my goals
10:21 - How does it fit with my holdings?
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