The 4 (Secret) things about Asset Allocation (which will probably save you!)

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  • เผยแพร่เมื่อ 12 ม.ค. 2025

ความคิดเห็น • 7

  • @ThePeakFP
    @ThePeakFP  11 หลายเดือนก่อน +1

    Want to schedule a consultation? Click here:
    app.thepeakfp.com/YTWWU

  • @swright5690
    @swright5690 11 หลายเดือนก่อน +2

    Another great one. I like the cut of your jib sir!

    • @ThePeakFP
      @ThePeakFP  11 หลายเดือนก่อน

      Thank you so much :) Glad you're enjoying the series of these asset allocation videos 🙏

  • @alansmithee9476
    @alansmithee9476 8 หลายเดือนก่อน +1

    Is there anywhere I can look up standard deviation for a stock. So far all I've found is "how to calculate" standard deviation, which seems to require a lot of data entry.

    • @ThePeakFP
      @ThePeakFP  8 หลายเดือนก่อน

      Yes - you can use a tool called portfolio visualizer to get the standard deviation of a stock. The reason you need a tool like this is because standard deviation needs to be calculated over a time period. The stocks standard deviation will change depending on the time period over which you test it.

    • @alansmithee9476
      @alansmithee9476 8 หลายเดือนก่อน

      @@ThePeakFP Thank you! It looked like it has an awfully steep learning curve, but I just started trying things semi-randomly and got the hang of the simplest aspects very quickly. (The secret of learning to use new software is to dive in and stat messing around. 🙂)

    • @alansmithee9476
      @alansmithee9476 7 หลายเดือนก่อน

      @@ThePeakFP 🌐I spoke too soon. I went back and I can't figure out how to save a portfolio. The "save portfolio" button takes me to a page for selecting a plan. (Yes, I'm logged in.) Does this mean you can't save portfolio in the free version (anymore)? Thank you for any information you can give me.