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How to Fix Hidden Flaws Inside Your Portfolio
Introduction to Fixing a Broken Portfolio
How this class will help you (2:01)
Identifying Problems
Symptoms of a Sick Portfolio (3:31)
3 Steps to Getting Back on Track (2:55)
Common Trouble Spots
My Portfolio Costs Too Much (4:02)
My Portfolio isn't Correctly Diversified (4:36)
My Portfolio is Too Risky (3:48)
My Portfolio Has No Margin of Safety (3:53)
My Portfolio is Built Upon the Wrong Foundation (5:17)
My Portfolio is Overtaxed (5:35)
My Portfolio's Performance Stinks (5:33)
My Portfolio Has no GPS (3:31)
My Financial Advisor isn't Executing My Plan (4:48)
Other Remedies & Tips
Beware of Robo Advisors (3:39)
Conquering Your Self-Destructive Manias (4:54)
Error on the Side of Simplicity (2:39)
Important Documents for Your Portfolio's Organization
Investment Policy Statement (Template)
Margin of Safety Worksheet
My Portfolio is Built Upon the Wrong Foundation
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