DAY 3 (May 2025): Diversification Challenge - Action Steps, Key Takeaways & Recording
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 💥Post a picture of your homework in the comments below Challenge Resources: 📚 Access the Challenge Resources 📄 Download your one page Globally Diversified Investor Strategy Sheet 📞 Book a Discovery Call