The Principles Of Portfolio Design with Adam Hughes DWI-EP83

Dentists Who Invest Podcast

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What's the art behind successfully investing in stocks, and how can you master it? We're thrilled to cut through the noise with our esteemed guest, Adam Hughes from the Dental Business Alliance. We take on the popular belief of owning 100 stocks and funds, challenging its effectiveness and exploring the beauty of a well-balanced portfolio. We also delve into the significance of understanding one's investment objectives and discuss the impact market swings can have on your investment decisions.
Get ready to step into the shoes of a DIY investor as we explore the concept of sequencing risk and its implications. Adam shares his insights on the rule of 100, a potentially helpful guideline in the world of investing. We discuss the pitfalls of succumbing to greed and emphasize the value of sharing your investment experiences and setting realistic expectations. Intrigued by the concept of 100% equities? We take a deep-dive examination of its potential benefits and look at different funds and indexes that could offer fresh perspectives for your investment journey. Tune in for a riveting discussion filled with valuable insights and thought-provoking ideas.
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Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.

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