Is your “diversified” portfolio actually holding you back? In this episode of the Teaminvest Wealth Builders Podcast, Kerry Fleming is joined by CEO Andrew Corman and Head of Funds Management & Education Sanjee Narendran to revisit the concept of diworsification—Warren Buffett’s term for over-diversifying to the point where you dilute your returns and cap your upside. They unpack the gap between academic risk theory and real-world risk, explain why volatility is not the same as the risk o...
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Is your “diversified” portfolio actually holding you back? In this episode of the Teaminvest Wealth Builders Podcast, Kerry Fleming is joined by CEO Andrew Corman and Head of Funds Management & Education Sanjee Narendran to revisit the concept of diworsification—Warren Buffett’s term for over-diversifying to the point where you dilute your returns and cap your upside. They unpack the gap between academic risk theory and real-world risk, explain why volatility is not the same as the risk o...
Planning Intergenerational Wealth: How to Build a Lasting Legacy for Your Family
Teaminvest Wealth Builders
33 minutes
2 months ago
Planning Intergenerational Wealth: How to Build a Lasting Legacy for Your Family
How can you ensure your children and grandchildren are truly better off? In this episode, Kerry Fleming and Andrew Coleman explore the essentials of intergenerational wealth planning—from the pitfalls of poor preparation to the power of compounding, education, and family culture. Learn how to maximise your legacy, avoid common mistakes, and start the right conversations today. Key Topics Covered: Why most families don’t plan for wealth transfer—and the risks of leaving it too lateThe three co...
Teaminvest Wealth Builders
Is your “diversified” portfolio actually holding you back? In this episode of the Teaminvest Wealth Builders Podcast, Kerry Fleming is joined by CEO Andrew Corman and Head of Funds Management & Education Sanjee Narendran to revisit the concept of diworsification—Warren Buffett’s term for over-diversifying to the point where you dilute your returns and cap your upside. They unpack the gap between academic risk theory and real-world risk, explain why volatility is not the same as the risk o...
