Episode 6: Index vs. Active Scorecard, 3 DIY Portfolios, The Perfect Portfolio

Smart Money Conversations
28/08/2025 59 min Temporada 1 Episodio 6

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Episode Synopsis

In Episode 6 : "Index vs. Active Scorecard, 3 DIY Portfolios, The Perfect Portfolio," Brett Croft compares index funds (e.g., S&P 500 ETF) to active management, unveiling three DIY portfolios for UHNW clients. He explores crafting the "perfect portfolio" by balancing risk, returns, and simplicity. Tune in for actionable strategies to optimize wealth with transparent, low-cost investing.

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