• Building a Diverse and Resilient Investment Portfolio

  • Dec 3 2024
  • Length: 24 mins
  • Podcast

Building a Diverse and Resilient Investment Portfolio

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  • Summary

  • Welcome to Novem Nexus: Navigating Your Financial Narrative, where we explore the various topics of finance, the stories, strategies, and psychology behind our financial decisions with host Greg Wagner as we dive into the intersection between finance and the human experience.

    The financial landscape is saturated with advice and rules, Novem Nexus aims to stand out by focusing on the underlying motivations, beliefs, and emotions that drive our financial behavior. We explore not only the "what" and "how" of finance but, more importantly, the "why." At Novem Group, we believe that finance is not just about numbers and equations; it's about real people with real emotions. That's what this podcast is all about: understanding the reasons behind our financial decisions and uncovering the narratives that shape our financial lives.

    Novem Nexus is more than just a podcast. Connect with us on social media, share your experiences, and join the conversation. Together, let's navigate our financial narratives with confidence. Welcome to Novem Nexus: Navigating Your Financial Narrative.

    In this podcast episode, Greg explores the fundamental principles of diversification, asset allocation, and effective portfolio management strategies. Segment 1, Understanding Diversification and Asset Allocation, lays the groundwork by defining these concepts and their pivotal role in investment success. We explore the manifold benefits of diversification, from risk reduction to potential for higher returns, and examine the role of various asset classes in constructing a well-diversified portfolio.

    In Segment 2, Investment Options and Risk Management come into focus as we navigate the plethora of investment vehicles available to investors. From individual securities to mutual funds and ETFs, we provide an overview of investment options and discuss risk management techniques essential for navigating dynamic market conditions. Insights into assessing risk tolerance and constructing portfolios tailored to individual goals empower listeners to navigate the investment landscape with confidence.

    In Portfolio Rebalancing Strategies, we take a look at ways to maintain a resilient investment portfolio over time, and explore the importance of periodic reviews and rebalancing, and offer practical tips for realigning asset allocations with target objectives and risk preferences. Through disciplined rebalancing strategies, listeners learn to mitigate portfolio drift and optimize long-term investment performance.

    Towards the end of the episode, Greg underscores the importance of monitoring and adjusting portfolios in response to changing market dynamics and personal financial goals. We discuss strategies for evaluating portfolio performance, assessing risks, and making informed decisions about portfolio adjustments. Empowered with insights into strategic changes to investment allocations, listeners are equipped to navigate evolving market conditions with agility and precision.

    Greg Wagner is a Registered Representative with Osaic Wealth, Inc., Member: FINRA, SIPC, and an Investment Adviser Representative with Novem Group, an SEC-Registered Investment Adviser firm. Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth. All opinions expressed by Greg Wagner or any guests are solely their own and do not reflect the views of Novem Group or Osaic Wealth, Inc. This podcast is for informational purposes only, and does not constitute tax, investment, or other financial advice, and is not endorsement of any securities discussed, and listeners should not rely on it for their financial decisions.
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