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DAY 3: Diversification Challenge - Action Steps, Key Takeaways & Recording
Hereโ€™s a summary of what we covered: ๐Ÿ‘‰ We learned that asset allocation accounts for 85% of your return when you retire. ๐Ÿ‘‰ 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. ๐Ÿ‘‰ Garth Wellman explained to us what a Multi-family office is. ๐Ÿ‘‰ Anthony tools us through the 6 pillars of asset allocation. ๐Ÿ‘‰ We looked at Real People, Real Stories. Action Steps Silver โœ… Research and identify at least three different investment strategies (e.g., passive investing, active investing, value investing). โœ… Create a hypothetical diversified investment portfolio with different asset classes and allocating percentages to various asset classes. (Wealth Plan) โœ… Consider Diversification 5.0 Mastermind Gold โœ… Research different asset classes and their historical performance. โœ… Research and compare different investment vehicles. Take Action: ๐Ÿ’ฅShare your key takeaways from Day 3 of the challenge in the comments below ๐Ÿ’ฅPost a picture of your homework in the comments below Challenge Resources: ๐Ÿ“š Access the Challenge Resources ๐Ÿ“„ Download your one page Globally Diversified Investor Strategy Sheet ๐Ÿ“ž Book a Discovery Call
8 likes โ€ข May '25
I'm stuck copying wealthy people's step 1 - make a boatload of money so that you can invest it and grow it...
3 likes โ€ข Mar 10
@Jay Adam yup I'm aware, thanks
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Anton Nentchev
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@yourbestlifecoachanton
I help dads get rid of their dad bod once and for all. Lose 10% of your body weight in <30 days without spending hours at the gym or in the kitchen

Active 10h ago
Joined Jan 8, 2025
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