Before you can determine an investment strategy, you have to understand your risk profile. How comfortable are you with volatility or would you prefer a more conservative approach? Unfortunately, many people just don’t realize how much risk they’re taking on inside their portfolio so that’s what we want to help you get a better grasp on today.  

 

Read more and get additional financial resources here: https://johnsonbrunetti.com/podcast-episode-195-understanding-risk-in-your-portfolio 

 

What we discuss on this episode: 

0:46 – What guidance would you give Warren Buffet for his $100 billion?

2:37 – What percentage of clients are comfortable with risk? 

3:57 – Balancing a couple that sees risk differently 

5:50 – How often does a portfolio line up with risk tolerance?

8:38 – Reducing risk without reducing opportunities for growth  

10:36 – Risk analysis we provide