13. What to track in your investment portfolio

The term “investment portfolio” sometimes gets a bad wrap. For many people, it conjures images of indecipherable graphs and endless spreadsheets. However, there doesn’t need to be anything overwhelming about an investment portfolio. In fact, if you view it the right way, your investment portfolio can be a useful framework for getting you towards your financial goals.In this episode, Natasha Etschmann (Tash Invests) and Ana Kresina (Head of Product & Community at Pearler) break down how to think about your investment portfolio. They also cover what info you should track in yours, and detail the different assets in theirs. Once you’ve listened to this session, you’ll have a clearer idea of how to manage your portfolio into the future.@tashinvests@anakresina@getrichslowclub@pearlerhqGet Rich Slow ClubPearlerYouTubeDisclaimerAny advice is general and does not consider your financial situation needs, or objectives, so consider whether it’s appropriate for you. You should also consider seeking professional advice before making any financial decision. Natasha Etschmann is an Authorised Representative 1299881 of Guideway Financial Services Pty Ltd AFSL 420367. Read the FSG available from https://tashinvests.com/linksPearler is an Authorised Representative 1281540 of Sanlam Private Wealth Pty Ltd AFSL 337927. Read the FSG available from https://pearler.com/financial-services-guideIf you are considering any of the products we spoke about during the show, be sure to read the Product Disclosure Statement & Target Market Determination available from the product issuer’s website before deciding. Hosted on Acast. See acast.com/privacy for more information.