S3 E9 Assetify your portfolio

The Swan Effect - Creating and Sustaining Your Financial Wellbeing

On episode 9 of Season 2 of the Swan Effect podcast, Arthi and Malika continue the journey into understanding and simplifying financial investments, by introducing and explaining the fundamental building blocks available to grow one's moneyverse: assets.
In coining the terms 'assetify', which is meant to describe making one's portfolio asset-rich through diversification, Malika and Arthi talk about traditional asset types and non-traditional ones too, some that can produce income creating side hustles.
Arthi further explains how these can be used effectively to diversify a portfolio while seeking guidance and advice from an ecosystem of support including financial planners, advisers and coaches.
Listen in to hear Arthi and Malika share about:
- traditional asset classes - equity, property, bonds, cash
- what is a balanced fund
- Active fund management versus passive fund management
- examples of diversification in a portfolio
- things to consider such as fees and taxes when building your asset porfolio
- non traditional assets - cryptocurrency, NFTs, capital assets that produce income.
And so much more!
Hear practical tips on how having an asset rich portfolio and making your assets work together in harmony, can bring you closer to your financial goals.
Remember, "you are your greatest asset!".

We would love to hear your views based on the concepts covered in this episode.

Do rate, write a review, and share with others.

This episode is proudly sponsored by Old Mutual Wealth.

Rozdziały

1. Advertisement: Old Mutual Wealth (00:00:00)

2. Introduction (00:01:36)

3. About Arthi Rabikrisson and Malika Petersen (00:02:15)

4. Welcome listeners! (00:03:23)

5. May-Day panic, we hope not! (00:04:00)

6. Arthi shares how she has taken stock of her finances to date (00:04:16)

7. Malika shares how her emergency fund has helped her during recent difficult times (00:05:33)

8. Let's assetify your portfolio! (00:06:24)

9. What does assetifying your portfolio mean? (00:06:56)

10. Malika shares an example of a client conversation with a financial adviser around asset classes and investing wisely (00:07:53)

11. Two groups of asset class: traditional and non-traditional (00:10:40)

12. Behaviour and investing (00:11:13)

13. Taking a step back: active vs passive fund management (00:11:51)

14. Balanced funds explained (00:13:09)

15. Diversification value through asset class selection and other ways too (00:15:14)

16. Explaining the traditional asset classes (00:17:14)

17. Equities make you feel like a boss! (00:18:56)

18. Understanding where value exists leads to smart decisionmaking (00:19:47)

19. Equipping yourself to be financially literate (00:21:51)

20. Non-traditional assets explained (00:22:48)

21. Malika's vision: co-creating vision of our financial outlook with support (00:25:37)

22. Diversification - more to come on this! (00:26:35)

23. Malika's parting shot: 7 colours meal (00:27:21)

24. Arthi's parting shot: your brain is your biggest asset (00:27:43)

25. " You are your best asset!" or could it be AI? (00:28:25)

26. Thank you listeners! (00:29:19)

27. Swanning out for now! (00:29:41)