RBS 140: How Does Your Investment Advisor Compare To A 3-Fund Portfolio

from The Rob Berger Show · host Rob Berger

So you've been using an investment advisor to manage your investments. They have your money in 10, 15, 20 or even more funds! And you start to wonder just how the performance of this absurd portfolio compares to a simple, 2, 3 or perhaps 4 fund portfolio.Here's how to evaluate your advisor's portfolio with a free tool.Join the newsletter: https://robberger.com/newsletter/?utm...

What this episode covers

So you've been using an investment advisor to manage your investments. They have your money in 10, 15, 20 or even more funds! And you start to wonder just how the performance of this absurd portfolio compares to a simple, 2, 3 or perhaps 4 fund portfolio. Here's how to evaluate your advisor's portfolio with a free tool. Join the newsletter: https://robberger.com/newsletter/?utm...

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RBS 140: How Does Your Investment Advisor Compare To A 3-Fund Portfolio

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This episode is 15 minutes long.

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This episode was published on July 10, 2024.

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