28/02/2024
You’re CELEBRATING your passive cash lifestyle when you work with me, rather than fighting to make it work.
You’ve read the intelligent investor and know the rules of thumb of a well-diversified portfolio….
You’re steady in your delaying gratification, consistent investing at an appropriate risk level and have identified next steps on saving/earning enough….
AND I would still worry about you doing it yourself, because of the sheer number of DIY investors’ portfolios that I have to turn around, after losses, on a daily basis.
In the pursuit of saving a 1% management fee and skipping financial coaching expenses…
I’ve seen people lose 40-50% of their portfolios,
Even the most brilliant DIYers, many of whom already work with me, are not protected from losses.
But expertise + education can protect you from unnecessary loss.
Passive cash with me is both effortless AND unconditional,
Because my investment recommendations are often downside protected…
Which means no matter what’s happening in the market,
You’re CELEBRATING.