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I Had Lunch w/ 3 Billionaires Who Told Me How They Reduce Downside Risk By 80% In Their Portfolios!

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Feb 18, 2025
Hear firsthand insights from a high-profile finance summit with billionaires on wealth preservation strategies. Discover how influential connections can transform your financial journey. The speakers dive into smart investment strategies that prioritize risk reduction while building wealth. Learn practical tips for managing your financial planning effectively, ensuring you're equipped to navigate the complex world of investments.
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ANECDOTE

Platinum Finance Summit Experience

  • Brian Luebben attended Tony Robbins' Platinum Finance Summit in Whistler, costing $11,000 for the event and $85,000 for the annual Platinum Partnership.
  • He details the event's high net worth attendees, luxurious accommodations, and intense schedule.
ADVICE

Diversification Strategy

  • Invest in 8-10 uncorrelated assets to reduce portfolio risk by up to 80%.
  • This advice came from billionaires Luebben met at the summit and was later echoed by Ray Dalio.
ANECDOTE

Portfolio Discussion

  • Luebben, primarily invested in private equity and small businesses, discussed his portfolio with the billionaires.
  • They advised him to prepare for potential 60-70% drops in any asset class and maintain a secure portion of his portfolio.
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