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Private Wealth Global

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Wealth University

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5 contributions to Wealth University
DAY 4 (Jan 2025): Diversification Challenge - Action Steps, Key Takeaways & Recording
Day 4 was all about partners, managing risk and protecting your money, so it is really important that you watch the recording. Here’s a summary of what we covered: 👉 The most important way to manage risk is choosing the right partners. 👉 The 3 Golden rules on how to find the right partners and avoid the mistakes that most investors make. 👉 We looked at compliance, risk categories, due diligence, tax and structuring. 👉 We introduced you to Cynthia and she shared her story of how she invested globally and was able to start earning a passive income within 2 months. 👉 Selwyn spoke about his due diligence systems and how they find the right partners. Action Steps Silver ✅ Identify one specific risk in your current investments and outline how diversification can mitigate it? ✅ Name 3 things which you can do to find the right Partners & right Information ✅ Consider: Wealth Hackers ✅ Consider: Diversification 5.0 Mastermind Gold ✅ Watch Judd Dunning ✅ Watch Bruce Sanders Take Action: 💥Share your key takeaways from Day 4 of the challenge in the comments below 💰 Join the 30 Day Passive Income Challenge here Challenge Resources: 📚 Access the Challenge Resources 📄 Download your one page Globally Diversified Investor Strategy Sheet 👉 Take the 'Next Steps Navigator'
0 likes • Jan 10
So many golden nuggets… but loved the concept with Private Equity that - Control is not where it’s at need to keep conscious capital.
DAY 3 (Jan 2025): Diversification Challenge - Action Steps, Key Takeaways & Recording
Action Steps Silver ✅ Research and identify at least three different investment strategies (e.g., passive investing, active investing, value investing). ✅ Create a hypothetical diversified investment portfolio with different asset classes and allocating percentages to various asset classes. (Wealth Plan) ✅ Consider Diversification 5.0 Mastermind Gold ✅ Research different asset classes and their historical performance. ✅ Research and compare different investment vehicles. Take Action: 💥Share your key takeaways from Day 3 of the challenge in the comments below 💰 Join the 30 Day Passive Income Challenge here Challenge Resources: 📚 Access the Challenge Resources 📄 Download your one page Globally Diversified Investor Strategy Sheet 👉 Take the 'Next Steps Navigator'
1 like • Jan 8
Takeaway: ‘Diversification is free lunch of investing’ The Home Office - what a gem of a concept. Wholistic help!! Yippee
DAY 2 (Jan 2025): Diversification Challenge - Action Steps, Key Takeaways & Recording
A quick recap of Day 2: Types of Investments - Asset classes and Risk: 👉 How to choose the Top 5 Countries to invest in 👉 How to choose the Top 5 Currencies to invest in 👉 How to choose the Top 15 Assets to invest in 👉 The difference between primary markets and secondary markets 👉 The Value Chain of Real Estate 👉 The 8 Golden Rules 👉 Gary Sachs taught us about on London property and how to invest like an institution vs Mom and Pop Resource Links Action Steps Silver: ✅ Fill in your Top 5 Countries ✅ Fill in your Top 5 Currencies ✅ Fill in your Top 15 Assets ✅ Join the 30 Day Passive Income Challenge ✅ Share one key takeaway from today's session Gold ✅ Watch Ann Wilson - ETF's ✅ Create a list of assets or investments you currently hold (if any) and identify any concentrations or risks. Take Action: 💥Share your key takeaways from Day 2 of the challenge in the comments below 💥Post a picture of your homework in the comments below 💰 Join the 30 Day Passive Income Challenge here Challenge Resources: 📚 Access the Challenge Resources 📄 Download your one page Globally Diversified Investor Strategy Sheet 👉 Take the 'Next Steps Navigator'
2 likes • Jan 7
Incubating on a lot of today’s content!! It was packed full of incredible value. How differently the 1% invests is the thing that is really sitting with me. Not sure it’s a key takeaway it’s more that I’m in shock 🙄 😊 Onwards & upwards.
DAY 1 (Jan 2025): Diversification Challenge - Action Steps, Key Takeaways & Recording
What a great session we had, did you enjoy it? Key Takeaways: 👉 Lesson from Tony Robbins: The difference between The Dabber, The Stressor and The Master 👉 Why Diversification is the single most important component to financial success 👉 The 5 Myths on why people don’t invest globally 👉 Real People, Real Stories Action Steps Silver: ✅ Identify and list the risks associated with not diversifying investments. ✅ Write down what is stopping you from diversifying. ✅ Fill in the Globally Diversified Investor Strategy Sheet – 5 WHY’s ✅ Share one key takeaway from today's session Gold: ✅ Create a list of assets or investments you currently hold (if any) and identify any concentrations or risks. Take Action: 💥Share your key takeaways from Day 1 of the challenge in the comments below 💥Post a picture of your homework in the comments below Challenge Resources: 📚 Access the Challenge Resources 📄 Download your one page Globally Diversified Investor Strategy Sheet 👉 Take the 'Next Steps Navigator'
2 likes • Jan 6
Takeaway No:2 20% of your Investment Portfolio should be in Private Equity. This is a revelation to me. Can't believe I have never heard that before. The stats certainly support it.
4 likes • Jan 6
Homework Silver Risks in not diversifying - Vulnerable to market forces & localised disruptions. - Stuck with a weakening currency / economy. - Limited opportunity. - No spread of risk. What is stopping me from diversifying? - Access to the right information / opportunities. - Finding the right partners. (Thankfully on track with solving these limitations) 5 Why’s - Having options / Plan B. - Spread of risk. - Optimise my R.O.I. - Greater confidence / flexibility. - Peace of mind. Gold Equities, Index Funds, Property, Cash Risk .. Not a good spread. Concentration in equities. I don’t have 15 quality investments currently.
24 Massive Lessons for 2024
Some of these lessons have changed my life and could have a profound impact for you! Please let me know below what you think? Let me know below please... Which ones are you going to use in 2025?
0 likes • Jan 3
I thought I lived wholeheartedly! You have just raised the bar for me. I'm inspired to step-up and step out. Fasten your seatbelt Scott one gets the feeling your life is about to really take off. So richly deserved. Remember however the lesson around balance 😊
1-5 of 5
Heather Faure
2
11points to level up
@heather-faure-4211
I live between Cape Town & Taupo, New Zealand. Looking to gain new knowledge & create clarity on my future. Exciting times.

Active 4h ago
Joined Jan 3, 2025
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