We focus on what to buy, when is it actually time to sell?

In this episode of Investing Compass, our guest Shamir Popat runs through what investors should consider before purchasing a new ETF.

 A summary of the course from Shani Jayamanne and Mark LaMonica, CFA 

Investments are a means to an end. Mark LaMonica, CFA goes through the process of selling down your investments to fund your goals.

Consider tax, age pension entitlements, aged care, estate planning and family dynamics.

Mark LaMonica, CFA goes through the steps to monitor and maintain your portfolio so you are still on track to achieve your goals. 

Shani Jayamanne goes through how to select investments in your portfolio that align with the type of investor you are and your goals.

You may think you’re a passive investor - but you’re not.

Mark LaMonica, CFA explains why asset allocation is so important to your portfolio outcomes, how to connect asset allocation to your required rate of...

Shani Jayamanne goes through how to calculate your required rate of return, and the inputs that you need.