S3 E9 Assetify your portfolio

The Swan Effect - Creating and Sustaining Your Financial Wellbeing

May 2 2023 • 29 mins

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.

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This episode is proudly sponsored by Old Mutual Wealth.