what $2.5m+ investors are doing differently (and how you can copy it)
About this episode
Glen James discusses investment strategies with Fraser Allan, focusing on what successful investors do differently.
In this bonus episode Glen is joined by Fraser Allan, Head of Premium Client Management at CMC Invest for a chat around all things investing. Fraser looks after clients with $2.5M+ in holdings and sees what the most successful investors actually do. They touch on: 👉🏼 what makes a successful investor 👉🏽 the core and satellite investing approach 👉🏾 the most highly-traded US and Aussie stocks 👉🏿 what's the landscape for bitcoin & crypto? 👉🏻 what factors to consider when choosing an investment platform 👉 how to choose which ETF to buy as a first timer 👉🏼 high yield ETFs vs high growth ETFs 👉🏽 is there still value in LICs? 👉🏾 factors to consider when investing for kids 👉🏿 diversification and how many stocks are high-net worth clients holding 👉🏻 what happens if a brokerage goes under? 👉 features of the CMC Invest platform This bonus investing episode is brought to you by CMC Invest. Access shares, ETFs and crypto - all in the one award winning app. Invest better today. Visit cmcinvest.com General advice only. Crypto is unregulated and high risk. T&Cs apply. money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker…
Sponsors
CMC Invest
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