Financial Portfolio Basics // Through The Pines
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Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while editing his TikTok videos, this is Through the Pines… On this episode we explore Portfolio Types
- Types
- Personality
We cover these topics on this episode of Through The Pines…
Our Advisors for this episode are Rex Baxter and Brandyn Smith with planwithbaxter.com
2023 & 2024 Forbes Best in State Wealth Management Teams For Utah -
Advisor Hub Fastest Growing Advisors to Watch under 1 Billion -
Receivers of the Ameriprise Client Experience Award -
Financial Advisors: Baxter, Smith & Associates
Contact: rex.m.baxter@ampf.com
Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/
PORTFOLIO TYPES
Types:
- Stocks
- Bonds
- Mutual Funds
- Alternative Investments
- Cash
- Real Estate
- Business Ownership
Personality: (Investopidea)
- Aggressive: An aggressive portfolio takes on great risks in search of great returns
- Defensive: A defensive portfolio focuses on consumer staples that are impervious to downturns
- Income: An income portfolio concentrates on shareholder distributions
- Speculative: The speculative portfolio is not for the faint-hearted…
- Hybrid: The hybrid portfolio diversifies across asset classes
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Through the Pines - Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams.
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This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.
Through the Pines Podcast Copyright, The Banyan Collective - 2024
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