Building Our Portfolios

When it comes to how we build our portfolios, we've studied the academic research and come to believe a few things about investing. A portfolio should be broad-based and global. When it comes to stocks, we want you to own as many securities in the market as possible, but we want to tilt towards certain characteristics that we think and we have found make for better returns over time.

Topics Discussed:

  • Why the size of the company matters

  • Reviewing the markets price of company’s assets

  • Turning assets into profits & looking at tax efficiency

  • The goal of our investment strategy

You can watch this video and others on the Voice Wealth Management YouTube channel.