What would you do if you suddenly had $5 million to invest?
In this episode, Bob Fraser and Ben Fraser break down exactly how they’d build a portfolio in today’s market. They share the principles behind every investment, reveal how they’re actually allocating their own portfolios, and explain where they see the biggest opportunities today.
Topics include asset allocation, diversification, private real estate, private credit, stocks, bonds, liquidity, risk management, and long-term wealth building.
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