
← money money money3. Sept. · 43 Min.
what $2.5m+ investors are doing differently (and how you can copy it)
In this bonus episode Glen is joined by Fraser Allan, Head of Premium Client Management at CMC Invest for a chat around all things investing. Fraser looks after clients with $2.5M+ in holdings and sees what the most successful investors actually do. They touch on:
👉🏼 what makes a successful investor
👉🏽 the core and satellite investing approach
👉🏾 the most highly-traded US and Aussie stocks
👉🏿 what's the landscape for bitcoin & crypto?
👉🏻 what factors to consider when choosing an investment platform
👉 how to choose which ETF to buy as a first timer
👉🏼 high yield ETFs vs high growth ETFs
👉🏽 is there still value in LICs?
👉🏾 factors to consider when investing for kids
👉🏿 diversification and how many stocks are high-net worth clients holding
👉🏻 what happens if a brokerage goes under?