Looking for help with Financial Planning? I am a Chartered Wealth Manager and Partner in a financial planning practice based in …
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24 comments
WARNING! Please please be wary of bots that are trying to impersonate me in the comments. Lately, they have been offering "Coaching courses" and trying to get you onto WhatsApp.
This is not me it's a scam.
I will never try to contact you; you can only get in touch with me via the link in the description of the videos.
My audience skews heavily to older people who are more likely to fall victim to scams. So if you see any comments from bots, please report them. It's really helps to protect others in the community.
Thanks in advance!
Dirty secret of PE – every fund is upper quartile…………….🤔
Cowards drive this to abyss
My spouse lost a great deal of money $180k to one of these platforms and we was going bankrupt but for the timely intervention of Jake Blake Hunt expert team who helped to retrieve 69% of the lost funds. Until now I still have my reservations with putting money into crypto.
what about public PE companies like KKR, PGHN
I've just begun learning about value investing, and I've found that many good stocks are undervalued despite their intrinsic value. If you had $100,000 to create a strong investment portfolio, which stocks would you choose for better returns?
Rich people have access to wealth management people like you, they have a large enough size that it’s worth while for you to fleece them on fees. If you use your brain most people got rich through starting businesses or real estate, not because it is the optimal way to invest
Low net worth individuals invest in stocks and bonds.
High net worth individuals cannot exclusively put all their wealth in one source, so they not only diversify stocks, but investment types.
I just sold a property in Orange County and I'm thinking to put the cash in stocks, I know everyone is saying its ripe enough, but Is this a good time to buy stocks? How long until a full recovery? How are other people in the same market raking in over $450k gains within months, I'm really just confused at this point.
I'm set to make $600,000 this year, and my net worth is north of seven figures, but I'm really worried. My portfolio has only grown 10% in the last five years, and I feel stuck. I desperately need to revamp my investments. Any advice on what to do with my money would be greatly appreciated.
Remember kids, wealthy people didn't get wealthy by diversifying. They got wealthy by going all in in one thing. Whether that be their business, index funds, or real estate. After they get very wealthy they often use that wealth to diversify.
This is great advice! Now all I need to do is become rich enough to start investing like a rich person, then I'll become rich!
In all seriousness though, I like the way you started off sounding like a hustle-culture investment bro, but ended with genuinely useful down-to-earth advice
Great video
Lack of Knowledge & Research – Many investors struggle with understanding financial statements, company fundamentals, and market trends, leading to poor investment decisions.
I heavily disagree from a business angle. Steady returns are made by diversifying but the greatest returns are in extremely concentrated areas. Diversification really is for idiots.
Fees of 6% year-over-year aren’t irrelevant. You’re the business and a sucker if you’re paying this. My goodness.
Thank you so much for this down to Earth comprehensive review – it really helped me a lot! I hope this is not taken the wrong way but I can't help asking you to please wear a different t-shirt for your next videos.
As a soon-to-be retiree, keeping my portfolio on track after a bumpy 2024 is a high goal. I've read about investors generating up to $250k ROI in this present sinking market; any suggestions for increasing my ROI before retirement would be greatly appreciated.
how is your cold going 😅.
Man this is only true to a certain degree, but still doesn't tell the whole picture. Basically they were able to own some very lucrative business that generate returns that is in excess of 20% in return on investment. A lot of stock, bond, private equity does not do that. You need to own those companies directly. And even if you earn only 1% higher return on your asset, but spread it over 100 years, it will be millions or hundreds of millions of dollars. So in summary it's slighly higher return over a long period of time. Do not join some app and think you can get rich tomorrow.
Natalie Kyla Kimberly made me know that the rich often focus on diversifying their investments across assets like real estate, stocks, and private equity to build long-term wealth..
I've learnt two things from billionaires: to diversify your investments and to constantly put your money to work. This year, I hope to make money investing roughly $88k of my savings in equities.
Sound advice – thank you
The rich invest by diversifying across stocks, real estate, private equity, and alternative assets, focusing on long-term growth, tax efficiency, and professional guidance to build and preserve wealth also confirmed by Natalia Kyla Kimberly.