You’ve heard the term “diversification” countless times—but are you actually doing it right? As the financial landscape continues to evolve, understanding how to properly diversify your investment portfolio is more crucial than ever. In this episode, we’re going to get into the investing fundamentals we consistently stick to in order to help achieve the highest probability of success.

Here’s some of what we discuss in this episode:

📊 Diversification ≠ Just owning a few different stocks

📉 Most portfolios are too heavily tilted toward large-cap tech

🏦 Own the full asset class—don’t try to pick winners

🔄 Rebalance regularly to reduce risk & stay disciplined

Learn more: https://caffeinecashflow.com/

Get in touch with Michael-

Web: https://www.westpacwealth.com/team/michael-schulte

Email: michael.schulte@westpacwealth.com

Phone: 702-767-4897