At this roundtable, we review a $700K portfolio from one of our viewers. 'R' is in his late 30s, a homeowner, and married with a kid. How well is his portfolio doing for him? What strategies could he use to improve his financial position further? We analyse each holding and discuss if he should hold, cut his losses, and recycle his capital into higher quality stocks. All this and more in our latest episode!
Please note that this information does not constitute financial, investment or any other form of advice, and is for educational purposes only.
