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Why Self Managaed Portfolios Outperform Advisors

Episode 196 Published 6 months, 4 weeks ago
Description

Most women assume advisors outperform because they’re “experts.”
The data inside real portfolios tells a very different story.

In this episode, I take you behind the scenes of reviewing real client portfolios - many advisor-managed, ranging from $30K to over $3M, and show you exactly what’s working, what’s quietly draining wealth, and why it’s not only possible, but easy, for women to outperform advisors without a finance degree or prior investing experience.

Tune in to learn:

  • Why it’s possible to outperform an advisor even if you’ve never invested on your own
  • The real returns inside advisor-managed portfolios  and how they compare to the market
  • The one critical thing advisor-managed portfolios are missing
  • Why advisor portfolios are designed for complexity, not returns
  • How fees and underperformance compound into millions lost over time

🚀The Sovereign Millionaire // MASTERCLASS on 22nd Sept: The Exact Method for Turning Cash + Scattered Investments Into an Effortless Million Dollar Portfolio—Without Stock Picking, Market Watching or a Wall Street dude

22nd Sept @ 7pm EST 🔥 𝙍𝙎𝙑𝙋 𝙃𝙀𝙍𝙀 : https://bit.ly/3TbIZra


💰 WORK WITH ME:
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💰Join the Compounding Queens Secret Telegram here: https://t.me/compoundingqueens

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Email: kristen@kristenwonch.com

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