How One Investor Learned to Master Risk and Unlock Growth In His Portfolio | #283

The Investor Lab

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

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