Finance & Fury Podcast

Welcome to Finance and Fury. This week the topic is from a listener, Gabriel. That is “how do you change your investment strategy over time as the portfolio value increases? more specifically, how do you see someone building a growth portfolio starting with $10,000 and what would they change when they get to $100,000? What about $1,000,000?” This is a great topic, thank you for suggesting it. Everyone is different- no one right way to go about this – I have clients invested in a similar manner with $300k to $2m – because it is the right option to meet there needs – the only difference is how much is invested in each of the types of investments that make up their portfolios I also have clients with vastly different allocations – but again, this is depending on your needs Some want long term leveraged growth, so we looked at property or geared share funds there are some factors that can be used to help determine where someone should invest – which helps to determine an investment strategy based around the