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In this video, I examine investments with a combined value of $113,000 for Fabian in Virginia. Most of his money is riding on Tesla’s stock and his investments are spread across a Roth IRA, UGMA, and taxable brokerage account. He’s mapped out his investment “wormhole,” and he’s focused on reaching his financial goals.
Is he correctly positioned when it comes to risk, diversification, and taxes? What are the strengths and weakness of his investment portfolio’s strategy? What can be improved? I reveal all of the key details and the steps I would take to improve Fabian’s portfolio.
00:21:03
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