Episode Summary

Today on Agile Finance Radio, we’ll take a look back at the performance of one of our portfolios. Listen in to see how the portfolio did and how you can benefit from this management style.

Listen on iHeart Radio

Key Points

  • Learn how we did compared to the benchmark.
  • How can you avoid large drawdowns by being agile with your portfolio?
  • Discover a way to approach portfolio management that reduces risk.

Resources

Setup a free assessment with Jason to discuss your financial situation.

Use this simple tool to get your life back on track.

How the value of advice can help your success regardless of the situation.