May 28 (edited) • Diversification Challenge
DAY 3 (May 2025): Diversification Challenge - Action Steps, Key Takeaways & Recording
Here’s a summary of what we covered:
👉 We learned that asset allocation accounts for 85% of your return when you retire.
👉 We had a look at the portfolio allocation of the top 579 625 wealthiest people in the world. If you want to be wealthy, copy wealthy people.
👉 Garth Wellman explained to us what a Multi-family office is.
👉 Anthony tools us through the 6 pillars of asset allocation.
👉 We looked at Real People, Real Stories.
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
💥Post a picture of your homework in the comments below
Challenge Resources:
23
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DAY 3 (May 2025): Diversification Challenge - Action Steps, Key Takeaways & Recording
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