Asset Allocation Part 1: How to Allocate Your Money for Maximum Profit

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Asset Allocation Part 2 ▶️ • Asset Allocation Part ...
Watch this video to understand how to allocate your money across different investments and asset classes. Understanding asset allocation is critical for building wealth.
Much of what we're taught about asset allocation and diversification is incorrect. In this video, I explain why asset allocation is essential and share some unconventional insights on approaching asset allocation for your own investments.
I also introduce a framework to help you decide how to distribute your funds across various investments. This is Part 1 of a series that delves into asset allocation for anyone aiming to build wealth and attain financial freedom.
Video Contents:
00:00 - Intro
01:23 - Understanding the Importance of Asset Allocation
07:16 - Unconventional Insights on Asset Allocation
13:10 - A Conceptual Framework for Asset Allocation
💡 I do not work with clients or offer any consulting services. If you want to learn more about the best tax and investment strategies, subscribe to my channel and check out these courses ▶️ sharonwinsmith.com/courses/
The information provided in this video is owned by Winsmith Tax LLC and is solely for informational and educational purposes. It is not intended as investment, legal, or financial advice. Always consult with a professional familiar with your unique situation, or conduct your own research before making any decisions. We might receive commissions for recommending certain products or services.

Опубликовано:

27 июл 2024

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Комментарии : 7

@sharonwinsmith 8 месяцев назад

Asset Allocation Part 2 ▶ ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-DZuHUgs5LZI.html

@eyre1720 9 месяцев назад

Always great info

@sharonwinsmith 9 месяцев назад

Thanks so much!

@JB23669 9 месяцев назад

This was a great video! Super informative but can you try to be a little more specific. Like which actual index funds, which actual crypto, etc. so many ppl make videos like this and it sounds nice but there’s nothing concrete to walk away from. If you made a pretend scenario like I have a million dollars here how I’m gonna allocate these funds and specifically go thru it. Thank U again for the great content tho!!

@sharonwinsmith 9 месяцев назад

My intention is never to tell people what to invest in. Anyone who tells you which crypto or stocks to buy is not someone you should ever listen to. I have no clue about what your net worth is, your risk tolerance, your knowledge of each asset class, or your experience with investing. So, there is no way I can intelligently advise you on what to invest in. The goal of my channel and videos is to provide the educational knowledge and infrastructure that people can use to decide for themselves which investments they should make. There are no shortcuts to building wealth.

@JB23669 9 месяцев назад

⁠@@sharonwinsmithagain not asking for “financial advice” but rather what you personally would do. So all of those subjective factors you listed would be based on your preferences in this example. I’m quite sure you’re not going post it anyways, but just wanted you clarify what I meant regardless. Most ppl who would be watching your channel most prob alr know they should diversify. We’ve been hearing that for years. No one actually gives concrete examples tho. Reason why graham Stephan blew up so fast was cuz he spelled it out for viewers that what HE would do is invest in $VOO in vanguard due to their fees. Even if he was wrong, Finally something specific as opposed to hearing just invest in the S&P 500… well how the heck do I do that??! Okay I’m done have a great rest of your day ❤️

@sharonwinsmith 9 месяцев назад

Completely understand. I have other videos where I talk a lot about index fund investing and have a video coming out in a few days about how to invest in VOO. This video on asset allocation is just part 1 or a multi-part series where I will go through every asset class and explain what I invest in within that class and what I don't and why. I think that will be more in line with what you were mentioning.