When it comes to designing your investment portfolio, Wall Street takes an assembly-line approach.
They profile you for age, risk tolerance, and income needs.
It’s a standard procedure, and a robot would probably do a better job at this part of the process.
Next, they put you in a category along with hundreds of other investors. The final step is to recommend a cookie-cutter portfolio that will probably fit you like an off-the-rack suit, without taking into consideration things like size, color, or fabric.
This course goes well beyond the cookie-cutter approach and shows you how to design a well-tailored portfolio that actually fits you.
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