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Episode 17 | Building an evidence-based investment philosophy (Wealth With Purpose part 4)
Manage episode 433192882 series 3550961
Aden Wilkins & David Andrew, Aden Wilkins, and David Andrew에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Aden Wilkins & David Andrew, Aden Wilkins, and David Andrew 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this episode of The Purposeful Investor, David and Aden continue their discussion on wealth management and investment planning. They talk about understanding the power of share markets and why we invest in them. David explains that investing should seek reliability in order to fund your financial plan, rather than trying to "shoot the lights out". They discuss the importance of diversification and how most of the effort that goes into curating the perfect portfolio is unnecessary.
- 0:00-5:00 - Welcome and wins of the week
- 5:00-11:50 - Understanding the share market system
- 11:50-19:00 - Funding your financial plan
- 19:00-25:30 - The importance of diversification and asset classes
- 25:30-36:00 - Company size, value and profitability that impact returns
For more information on Capital Partners visit capital-partners.com.au.
Have a question? Email us ask@capital-partners.com.au.
This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances.
Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.
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