In this episode I demonstrate how to approach a portfolio. The lesson centers on how each holding plays a unique position in my portfolio, working in tandem towards my financial objectives. To demonstrate, I use an example that I am GM of an NFL Team who carefully selects players(holdings) that work towards this objective.
Also, a quick Radish portfolio update is covered in this episode.
The Dividend Tracker
The Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place.
Sign up here..
https://thedividendtracker.com/?ref=9Bkjr0
Contact The Savings Captain
X @SavingsCaptain
Email thesavingscaptain@gmail.com
Lead-Lag Live - Hosted By Michael A. Gayed, CFA of The Lead-Lag Report
Conversations with thought leaders in the world of finance, economics, and investing.
Listen on: Apple Podcasts Spotify
