Continuing with our healthy habit of looking back and re-reading some of our articles, today we’re looking at the strategic mistakes made by most small and medium-sized portfolios, contrasting them with the guidelines generally followed by the HNWI, that is to say, large, well-managed estates.
As is As part of our mission on this blog, we aim to convey and adapt these strategies to what we might call Medium o Low Net Worth Individuals. As a point of interest, we can revisit the reflections we made a year ago regarding the property market and the misuse of this type of investment. It is also regrettable to see how the RV which served as a safe haven for many investors who had lost confidence in property as a sound asset.
Here’s our original post from a year ago:
Strategic mistakes in small and mid-caps. The four variable assets.