For those who don't understand what is being shown here, please tap the image for a full view. Then take note:
1. This level of data is FAR beyond what mutual fund, ETF firms, and money managers provide even to "advisors." Hmm, I wonder why they don't share more...
2. Most "advisors" still believe investing is a commodity. It's not, but it does require extra effort to add value beyond SPY and AGG blends.
3. Improved results are possible (lower volatility, better than expected results per unit of risk), but it requires multi asset, multi strategy and a paradigm shift in thinking.
4. Taxes can be mitigated with tax loss harvesting and asset location. Pay attention, but don't let them blind you.
5. DIY or not, it needs to be done right, with attention to detail.
6. The investing world is about to change. Be prepared for anything.
*And investing is STILL just a sliver of a sliver when considering overall wealth management.
#maximizelife #thegreats #fiercefiduciary
🔶This is how comprehensive the Strategy Tear sheets are for WifeyAlpha internal strategies.
🔶Full transparency across allocations AND performance.
🔶Sign up for Full Access or Dash Plus at
WifeyAlpha.com.
🔶Full Access clients have access to over 70 strategies and much, much more.