How to manage your portfolio like a pro with Brendan Lee Young

Published: June 9, 2021, noon

738- 

Passiv is a portfolio management tool that makes it easier for DIY investors to maintain a balanced portfolio and build a passive investment strategy at their online broker. It eliminates the need to use spreadsheets, saves you from having to log into your broker to place trades and helps you stick to your portfolio’s target allocation. With Passiv, users can be their household’s wealth manager.  Note that Passiv is not a robo-advisor - it won’t tell you what you should invest in, so you’ll need to decide that yourself, either through self-education or alongside a financial advisor. Passiv is also not an algorithmic trading platform trying to outperform the market.  

________ 

Need help with your business? Marketing, Podcast Mentorship or Content Creation? Stop by and check us out. Go to www.BusinessBros.biz to be a guest on the show or to find out more on how we can help you!

--- Support this podcast: https://anchor.fm/businessbrospod/support