Listen "How One Investor Learned to Master Risk and Unlock Growth In His Portfolio | #283"
Episode Synopsis
Join us in this exciting episode of Dashdot Insider as we dive into the investment journey of Marcos Volich, a CFA charter holder and COO of a fixed income investment firm. With a keen eye for financial strategies, Marcos shares his insights on managing personal, market, and aspirational risks while building a successful property portfolio. Discover how to categorise your financial risks into these three buckets, ensuring you have a robust strategy for both safety and growth. Hear how Marcos turned initial hesitations into successes with two properties, boasting impressive growth values—$97,000 and $200,000, respectively. Also gain insights into how market fluctuations can impact investment choices and why maintaining a diverse portfolio is crucial for safeguarding your future. Marcos also touches on the often-overlooked psychological aspects of managing wealth, sharing strategies to cultivate discipline and avoid the pitfalls of lifestyle inflation. Explore the necessity of professional financial advice and how having a structured plan from the outset can make all the difference in achieving your financial goals. If you love this episode, email us at [email protected], and don’t forget to subscribe, rate, and share this podcast! See you on the inside! In this episode, we cover: 00:00 Coming Up 43:03 - Meet Marcos Volich and His Portfolio 43:17 - Marcos' Investment Journey and Background 43:33 - Balancing Your Portfolio and Personal Financial Goals 43:47 - The Importance of Financial Advice in Property Investment 45:04 - Navigating Market Conditions and Personal Risk Management 45:16 - Understanding the Psychology of Wealth and Financial Planning 45:47 - How Property Plays a Role in Wealth Creation 45:59 - The Value of Professional Advice and Strategic Planning Connect With Us: Free Rentvesting Calculator (https://dashdot.com.au/rentvesting) Subscribe on Youtube (https://www.youtube.com/@dashdotinsider) Listen on Spotify (https://spoti.fi/3Np19x8) Dashdot Website (https://www.dashdot.com.au/) Ready to work with us directly? (https://dashdot.com.au/discovery) Get your Property Portfolio Growth Plan (https://dashdot.com.au/portfoliogrowthplan) See omnystudio.com/listener for privacy information.
More episodes of the podcast The Investor Lab
The Great Melt-Up: When Trust in Money Dies
13/09/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.