info@LowercaseCapital.biz
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I recently delivered a webinar on Financial Portfolio Construction & Management. The discussion focused on the hypothetical situation of a typical investor in the accumulation phase of their life. Mid 30s, single, no kids, no major debts, secure job with above average salary, and focused on saving for retirement.
A method called the portfolio pyramid is used to build a strategy for this investor, adressing the overall capital allocation structure, strategy selection, security selection, and risk management.
Podcast: Play in new window | Download (Duration: 27:22 — 31.3MB) Subscribe! Android | iHeartRadio | Blubrry | Email | TuneIn | Deezer | RSS | More
If you missed the webinar you can still view the YouTube video here:
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