My Investment Portfolio Revealed (Financial Planner Perspective)

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In this video, I reveal the strategy of my investment portfolio as a financial planner. You'll see that a large portion of my savings are handled outside of my control, and only a small portion is DIY. This balance allows me to still scratch that itch of DIY investing while not having to manage my entire portfolio on my own.

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TIMESTAMPS
0:00 - What This Video Covers
1:37 - Today's Artwork
2:28 - Investing Strategy
7:18 - Risk Tolerance
12:25 - Tax Planning

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DISCLAIMER: This presentation is for informational purposes only and should not be considered financial, investment, tax, or estate planning advice. All investments carry risk, and past performance does not guarantee future results. Any forward-looking statements are based on assumptions and may not reflect actual outcomes.

The content on this channel is for educational purposes only and does not provide specific investment or planning recommendations. Viewers should consult a qualified professional for retirement, tax, or estate planning guidance. Parallel Wealth and Adam Bornn are not responsible for any decisions made based on this content.