Asset Allocation with Multiple Accounts
Автор: Nick Doyle - Achieve Financial Independence
Загружено: 2023-05-07
Просмотров: 1850
Описание:
How can you manage your asset allocation across multiple accounts? In this video, I shared the main strategies.
#assetallocation
Spreadsheet from the video: https://docs.google.com/spreadsheets/...
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--- Outline
00:00 Intro
00:38 Goals
01:34 Main Strategy Overview
02:37 Mirrored Asset Allocation
05:33 Whole Portfolio Asset Allocation
11:01 Complexity
15:23 Final Thoughts
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Disclaimer: I am not a financial advisor. My videos are for educational purposes and are my opinions. You should seek advice from a professional advisor or perform your own research. There is no guarantee you will be successful following my opinions.
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