Welcome to a bonus session of our Financial Freedom Fast Track course, by Rebel Finance School's Katie & Alan Donegan, featuring special guest Bob Haines. In this video, we guide you through choosing and committing to an investment strategy that aligns with your goals, determining the right asset split, and mastering the art of rebalancing to stay consistent. With expert insights from Bob Haines, you’ll walk away with your own personalised Investor Policy Statement (IPS) to keep your portfolio on track.
Key Topics Covered:
- How to select an investment strategy that suits your risk tolerance and goals
- Determining the optimal asset split for your portfolio
- Strategies for rebalancing to maintain your desired asset allocation
- Crafting an Investor Policy Statement to guide your investment decisions
- Practical tips to stay disciplined and avoid emotional investing
By the end of this session, you will:
- Understand how to choose and commit to an investment strategy
- Know how to set and maintain your ideal asset split
- Be equipped to rebalance your portfolio effectively
- Have your own Investor Policy Statement to guide your financial journey
This session could be the cornerstone of a disciplined, successful investment plan, setting you up for long-term financial freedom!
This video is part of a 10-week course called Financial Freedom Fast Track. For access to the notes, spreadsheets, and more that accompany the course, please sign up here - http://www.rebelfinanceschool.com
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Disclaimer: We are not financial advisers 💼 This is not financial advice 💰. We are not regulated. We are not trained financial advisors 🎓 We are never going to try and sell you anything 🛍️ You make your decisions 💭 Sharing our opinions and ideas 💡 These ideas may not continue to work for us or for you. You are 100% responsible for your financial future 💸 There are no guarantees here. For our full disclaimer, please visit: https://rebeldonegans.com/about-us/disclaimers/
