Not a fan of giving blanket advice one radio because everyones life and situation is different!
whats right for one person isn’t necessarily best for another person and so on
Focused on talking more conceptually and educating on how to give perspective to help your decision making process when it comes to investing
Two main questions:
Are your investments doing the best they can and are you on track to reach your goals
the rate of return one gets in their portfolio is relative
the number is a result of a process
do not compare end results when you have no idea how they were achieved
its only important if you sell your end results!
Do you know what the greatest risk in your portfolio is?
do you know your largest holding and how it affects your plan?? not mutual fund or ETF… HOLDING
April 2, 2019