Similar to a company, an evergreen portfolio requires a lead executive who can drive the mission, vision, and strategy.
This CEO-like figure will be responsible for setting the direction of the portfolio, ensuring that it aligns with the investor's long-term goals and objectives.
Just as a CEO in the tech industry would do, this individual must have a clear vision of where they want the portfolio to go and a well-defined strategy to achieve it.
In this episode of Tech Careers and Money Talk, host Christopher Nelson discusses the concept of the Evergreen Portfolio.
He explains that by treating your investments like a business and giving them a purpose and direction, you can achieve financial independence and stability for both your current and future generations.
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Listen to the full episode here:
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YouTube:
https://youtu.be/Ov13esw5kyg
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Audio Podcast:
https://www.techcareersandmoneytalk.com/portfolio-investment-strategy
