Paul Benson · Financial Autonomy · 50% Return Once, or 8% Per Year for 10 Years - Which Would You Take?
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use a core-satellite portfolio structure that places most client assets in passive index funds and a smaller satellite portion for active ideas
“Own a business that can grow to the point where passive is going to play a role… there’s 10 million shares that need to be bought for index funds on Friday afternoon.”
“We do run an annual investment plan… one-year horizon for risk positioning… five-year horizon… we have a portion of the portfolio that’s in illiquid assets… need the right buffer to avoid forced seller.”
“One of my most favorite things for client service is just using Otter transcripts, which we may migrate to zoom, getting so many insights around what clients are asking for sentiment of clients.”
“You use that equity to go into productive assets… build a business that can become your active income”
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