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Globally Diversified Investor Strategy Sheet
Download your free one page Globally Diversified Investor Strategy Sheet and try your best to fill it in! We use this sheet as we go through our 5-Day Challenge. Learn more and join our FREE Diversification Challenge here
Globally Diversified Investor Strategy Sheet
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DAY 3: 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
DAY 5: Diversification Challenge - Action Steps, Key Takeaways & Recording
Thank you for taking the time to join us on the Diversification 5.0 Challenge this week. I really hope you found value and you’ve started taking action towards building globally diversified passive income. 👉 In the final lesson we shared our Freedom calculator and showed you how to complete your Wealth Plan. Action Steps Silver ✅ Finish your Wealth Plan ✅ Develop a plan for diversifying your investments, considering your financial goals and risk tolerance. ✅ Finalize your diversified investment action plan, including specific steps you'll take. ✅ Take ACTION - Take one concrete step toward diversifying your portfolio ✅ Consider joining Wealth Hackers ✅ Share one key takeaway in the community Gold ✅ Do a Testimonial and Get Creating Lasting Change Take Action: 💥Share your key takeaways from Day 5 of the challenge in the community Challenge Resources: 📚 Access the Challenge Resources 📄 Download your one page Globally Diversified Investor Strategy Sheet 📞 Book a Discovery Call
Day 5 Takeaway
Investing is not a sprint, it is a marathon. To journey on your own is lonely. You can go further with like minded people just as birds can fly 70% further in a flock. Consistent and persistent actions are the key to achieving any goal. If you are serious about your goals get a coach.
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Wealth University
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This FREE community helps BUSINESS PEOPLE achieve FREEDOM by making their MONEY WORK for them, through SMART investing & diversification.
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