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You've heard the term "diversification" countless times—but are you actually doing it right? As the financial landscape continues to evolve, understanding how to properly diversify your investment portfolio is more crucial than ever. In this episode, we're going to get into the investing fundamentals we consistently stick to in order to help achieve the highest probability of success.
Here's some of what we discuss in this episode:
📊 Diversification ≠ Just owning a few different stocks
📉 Most portfolios are too heavily tilted toward large-cap tech
🏦 Own the full asset class—don't try to pick winners
🔄 Rebalance regularly to reduce risk & stay disciplined
Learn more: https://caffeinecashflow.com/
Get in touch with Michael-
Web: https://www.westpacwealth.com/team/michael-schulte
Email: [email protected]
Phone: 702-767-4897
By Michael Schulte5
66 ratings
You've heard the term "diversification" countless times—but are you actually doing it right? As the financial landscape continues to evolve, understanding how to properly diversify your investment portfolio is more crucial than ever. In this episode, we're going to get into the investing fundamentals we consistently stick to in order to help achieve the highest probability of success.
Here's some of what we discuss in this episode:
📊 Diversification ≠ Just owning a few different stocks
📉 Most portfolios are too heavily tilted toward large-cap tech
🏦 Own the full asset class—don't try to pick winners
🔄 Rebalance regularly to reduce risk & stay disciplined
Learn more: https://caffeinecashflow.com/
Get in touch with Michael-
Web: https://www.westpacwealth.com/team/michael-schulte
Email: [email protected]
Phone: 702-767-4897