Banks in Turmoil?: What This Means for Your Portfolio | Jonathan Wellum
Wealthion - Be Financially Resilient
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Diversification and Investment Strategy Insights
The chapter delves into the speaker's investment portfolio composition, which includes a mix of large and small companies, predominantly in the US market. It explores the allocation in equities and short-term interest securities, with a focus on client profiles for customization. The speaker emphasizes investing in essential global businesses, avoiding highly leveraged financial sectors like Canadian banks, and discusses challenges faced by investors in commercial properties and condos.
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