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5 Simple Portfolio Wins
Manage episode 439061565 series 3599065
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"It's just not that easy to make money in the markets; it requires discipline." These words resonate with self-directed investors who often find themselves underperforming the indices. The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others)
In the latest episode of The Steady Wealth Podcast, hosted by Serge Berger, listeners are treated to a deep dive into the often overlooked aspect of successful investing—avoidance of common mistakes.
Serge emphasizes the significance of risk management and shares a checklist of "easy wins" to prevent portfolio blowups.
Drawing from personal and client experiences, he covers topics ranging from avoiding overtrading and overleveraging to understanding the details of contracts and staying diversified.
The episode serves as a practical guide, urging investors to prioritize risk management over constant profit maximization. Berger's insights offer a refreshing perspective for those looking to enhance their investment strategies.
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