Portfolio Diversification Missteps (& What To Do Instead)
- 00:00 - Introduction & Agenda
- 02:33 - What is Asset Allocation?
- 09:11 - Why is Asset Allocation Important?
- 11:01 - Asset Allocation Missteps (& What To Do Instead)
- 11:19: Misstep #1
- 15:05 - Misstep #2
- 20:43 - Misstep #3
- 23:36 - Misstep #4
- 27:26 - Personal Portfolio Analysis
- 30:52 - Q&A
What you will learn:
What asset allocation is
Why asset allocation is important
- Common missteps people make with asset allocation (and what to do instead)
If you have any questions or are interested in talking to our team about taking action steps discussed in this webinar, please contact us at email@example.com.
Advisory services are offered through the Burney Company, an investment adviser registered with the U.S. Securities & Exchange Commission. Registration as an investment Adviser does not imply a certain level of skill or training.
Sample Portfolio Analysis
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- Style analysis
- Sector analysis
- Geographic analysis
- Fixed income style analysis
- Expense summary
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- Hypothetical performance history
- Hypothetical drawdown analysis
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