746 building the ideal portfolio (investing principles 4/11)

In today's episode of the investing principles series, Vince Scully walks through how to actually choose funds for your investment portfolio that fit your goals, risk tolerance and life stage. He covers:

👉🏾 actively managed vs index funds

👉🏿 allocating across countries, sectors and company size

👉🏻 why global market weights don’t equal good portfolios

👉 why choosing active or passive is the wrong question

👉🏼 7 measures for choosing an index fund

👉🏽 6 Ps for selecting an active fund manager

👉🏾 4 ways to monitor and rebalance your portfolio

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Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

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