DAY 3: Diversification Challenge - Action Steps, Key Takeaways & Recording

Shane Ferreira

Jul 31 (edited) in Diversification Challenge

"Thanks again for a brilliant session!"

"Great session - thank you!"

"Thank you. Very interesting and well put together."

These are just some of the comments that came through for day 3.

Here’s a summary of what we covered:

👉 We learned that asset allocation accounts for 85% of your return when you retire.

👉 We had a look at the portfolio allocation of the top 579 625 wealthiest people in the world. If you want to be wealthy, copy wealthy people.

👉 Garth Wellman explained to us what a Multi-family office is.

👉 Anthony tools us through the 6 pillars of asset allocation.

👉 We looked at Real People, Real Stories.

Action Steps

Silver

✅ Research and identify at least three different investment strategies (e.g., passive investing, active investing, value investing).

✅ Create a hypothetical diversified investment portfolio with different asset classes and allocating percentages to various asset classes. (Wealth Plan)

✅ Consider Diversification 5.0 Mastermind

Gold

✅ Research different asset classes and their historical performance.

✅ Research and compare different investment vehicles.

Take Action:

💥Share your key takeaways from Day 3 of the challenge in the comments below

6 comments

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