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Perfect Portfolio Design Part II

May 02, 2021

Please enjoy this installment of our Wealth Essentials webinar series.

This is the 2nd Part of our lesson on Portfolio Design. We simplify the concepts of Modern Portfolio Theory so even a Kindergartener can have a perfectly designed investment portfolio. Okay, maybe not quite a Kindergartener, but investors will be able to supervise their financial advisors and their savings to ensure they are adequately optimized. Modern Portfolio Theory teaches you how to achieve maximum returns for a given amount of risk. It is based on the work of Nobel Prize-winning economist Harry Markowitz. But don’t let that intimidate you. And maybe if Merv Adelson had followed these guidelines he would not have lost a fortune.

Wellacre Global Wealth Advisors, Financial Planning Consultants, Santa Monica, CA