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You feel the weight of decisions and constantly check your accounts.
Or perhaps feel confident but your portfolio has become complex over time and could benefit from simplification and a plan to avoid emotional decisions.
We explore the efficient market hypothesis and strategic asset allocation techniques, setting guidelines you feel confident to follow through all market conditions without tinkering, and craft a low-maintenance portfolio.
GOALS
Increase your knowledge of asset classes, indexes and diversified investments
Learn what’s changed in recent years meaning you can now simplify
Explore which types of investors or fund managers perform best, who survives to beat the market
An easily maintainable and relatively hands-off investment portfolio across your ISAs and/or Pensions, requiring only light check-in reviews and rebalancing
PROCESS
Pre-work: Gather information around your existing accounts and investments
(1 hour)
1:1 Assessment: Review your current situation and rationale, assess risk preferences, then discuss efficient market hypothesis and recent investment product evolution
(1 hour)
1:1 Simplify: illustrate your current portfolio and a model simplified portfolio, discuss strategic asset allocation principles and rules
(1 hour)
Action: Guided implementation to switch to a simple and easily maintainable portfolio.
(Offline guidance as needed, or 1:1 step through session)
Book a free call or email today to discuss this package first, or go ahead and purchase now!
You feel the weight of decisions and constantly check your accounts.
Or perhaps feel confident but your portfolio has become complex over time and could benefit from simplification and a plan to avoid emotional decisions.
We explore the efficient market hypothesis and strategic asset allocation techniques, setting guidelines you feel confident to follow through all market conditions without tinkering, and craft a low-maintenance portfolio.
GOALS
Increase your knowledge of asset classes, indexes and diversified investments
Learn what’s changed in recent years meaning you can now simplify
Explore which types of investors or fund managers perform best, who survives to beat the market
An easily maintainable and relatively hands-off investment portfolio across your ISAs and/or Pensions, requiring only light check-in reviews and rebalancing
PROCESS
Pre-work: Gather information around your existing accounts and investments
(1 hour)
1:1 Assessment: Review your current situation and rationale, assess risk preferences, then discuss efficient market hypothesis and recent investment product evolution
(1 hour)
1:1 Simplify: illustrate your current portfolio and a model simplified portfolio, discuss strategic asset allocation principles and rules
(1 hour)
Action: Guided implementation to switch to a simple and easily maintainable portfolio.
(Offline guidance as needed, or 1:1 step through session)
Book a free call or email today to discuss this package first, or go ahead and purchase now!