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Managing Generational Wealth, Mixing Family & Business, Millionaire's Investing Plan | Rizvan Khalid

IslamicFinanceGuru Podcasts

NOTE

Diversified Investment Portfolio with Incremental Approach

The speaker shares insights on their diversified investment portfolio, with approximately one-third in equity, one-third in property generating funds, and one-third in income generating securities. They attribute the incremental approach of building this portfolio to the evolving FinTech world, which has lowered barriers to access investments. The speaker also mentions starting with small ticket sizes to understand investing, crediting startup investing courses and the book 'Halal Investing' for providing a solid foundation. Additionally, the speaker emphasizes the importance of footnotes in their book for injecting humor and shares their intention of educating an investment associate with 'Halal Investing for Beginners'.

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