
β money money money3 sep Β· 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:
ππΌ what makes a successful investor
ππ½ the core and satellite investing approach
ππΎ the most highly-traded US and Aussie stocks
ππΏ what's the landscape for bitcoin & crypto?
ππ» what factors to consider when choosing an investment platform
π how to choose which ETF to buy as a first timer
ππΌ high yield ETFs vs high growth ETFs
ππ½ is there still value in LICs?
ππΎ factors to consider when investing for kids
ππΏ diversification and how many stocks are high-net worth clients holding
ππ» what happens if a brokerage goes under?