How do we dare talk about diversification and compare to a splash of vermouth in a Martini in the same sentence? 
Also thinking about a ship at sea heading into a storm, what is the captain to do?
Asking the questions regarding our investments: What if I am Wrong?
Guest Kevin Hoffmann helps us understand more about the potential for a well-diversified portfolio structure.
Kevin Hoffmann is a key member of the Horowitz & Company team. Kevin began his financial career in May of 2001 working on the floor of the Chicago Board of Trade. Kevin now heads research, operations and analytics for Horowitz & Company.
While attending the University of Wisconsin at Madison, he served a Financial Consultants Internship with Smith Barney. In 2004 Kevin graduated from UW-Madison with a bachelor‘s degree in Personal Finance and assumed a position as a derivatives trader for BMT Trading Group / Gelber Group. By October of 2005 he quickly rose the ranks to a Financial Planning Analyst for JMG Financial Group where he assisted with Financial & Tax Planning as well as Investment Management for high net worth clientele.
Kevin has been with Horowitz & Company since 2008 and has been central to the development and research within the eNVESTOLOGY, TDI Managed Growth and Global Allocation Strategies.
Compare your consolidated portfolio against more than 200 benchmarks or create customized benchmarks for analyzing performance.
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Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/
eNVESTOLOGY Info – https://envestology.com/
Friday Pre-Market Run-Down Webinar Registration – https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (AMD), (GOOG), (INTC), (IBM), (AAPL)
Podcast: Play in new window | Download (Duration: 1:04:09 — 58.9MB)
