Focusing on What Matters and Tailoring Your Portfolio | AWM Insights #144

Your portfolio’s purpose is to be used to accomplish the goals that you value. This can range from lifetime spending, paying for schooling, buying property, and passing down wealth to future generations.

These goals all come at differing times and with varying levels of importance based on what you prioritize. Your portfolio needs to be built around these goals as money is the tool that helps you accomplish them. 

This process is complex and involves communication back and forth, but it ultimately builds a financial foundation that gives you the highest level of confidence to achieve what you set out.

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Episode Highlights

• 0:00 Intro
• 0:38 How do we actually allocate your portfolio
• 2:03 Your most important priorities are the foundation. 
• 3:10 We focus on your needs and what actually matters in your life 
• 4:35 Why off-the-shelf portfolios lead to returns being “left on the table”
• 5:37 How public markets generate passive income
• 6:43 How do we use your excess funds to generate the returns you deserve
• 8:15 How investing globally smooth’s out returns and leads to higher confidence in long-term returns
• 9:59 The stats behind experts like Jim Cramer
• 12:31 Integrating diversification and rewarded factors to your benefit
• 14:40 Text us!