Rich Habits Podcast

133: How To Diversify Your Portfolio For Generational Wealth

25 snips
Sep 1, 2025
Dive into the art of portfolio diversification to secure your generational wealth! The discussion covers balancing core investments with satellite assets like real estate and cryptocurrency. Learn practical tips on allocating funds and rebalancing strategies to optimize growth. Young investors can find valuable insights on building a strong financial foundation and navigating the exciting world of house flipping. Plus, there’s a focus on effective financial management with fiduciaries to enhance investment outcomes!
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ADVICE

Core-Satellite Allocation Rule

  • Build a core-satellite portfolio with clear percentages for each side.
  • Allocate 65–85% to core index funds and 15–35% to satellite investments.
ADVICE

Use Broad Index ETFs For Your Core

  • Put your core holdings into broad index ETFs like VOO, QQQ, VGT, and VTI.
  • Keep the S&P 500 (VOO) as your largest core position if that fits your risk profile.
ADVICE

Satellite Slot For Thematic Bets

  • Use the satellite 15–35% to diversify across asset classes and themes.
  • Include real estate, pre-IPO, precious metals, crypto, blue-chip stocks, or thematic ETFs.
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