100% Azioni: stai correndo un rischio inutile?

FIND OUT IF THERE ARE TAX OPTIMIZATION OPPORTUNITIES FOR YOU TOO. SUBSCRIBE at https://www.pianofinanziario.it/piano... 👈🏻 📽 This video discusses how to build an investment portfolio consistent with your life goals and how to manage the transition from a very aggressive strategy, like a 100% equity portfolio, to a more conservative one as your personal needs change. Would you like to schedule a free consultation with one of our experts? Go to https://www.pianofinanziario.it/consu... 👈🏻 SUBSCRIBE TO OUR CHANNELS 🔔 / @pianofinanziario / @pianofinanziarioacademy / @giorgiopecorari 00:00 Intro 01:53 How to move from a 100% equity portfolio to a more conservative one 04:38 The strategy to reduce taxes and costs when rebalancing 06:12 Why a 100% equity portfolio isn't always the best choice 07:30 Plan A, Plan B, and Plan C: How to build a more flexible portfolio =================================================================================== This information has been prepared with the utmost care. Expert opinion is possible given the state of the art of knowledge and technology. This document is not intended to be exhaustive but is for informational purposes only. The publication of this document does not constitute a solicitation of public savings. The information and any other opinions expressed in this document are current as of the date of preparation and are subject to change. GPInvest s.r.l., through the Piano Finanziario brand, shall not be held liable for any damages, including those resulting from inaccuracies and/or errors, that may be caused to the user and/or third parties by the use of the data contained in this document. GPInvest s.r.l., through the Piano Finanziario brand, assumes no responsibility for the tax treatment of the instruments illustrated. The opinions expressed are independent of any assessment of the risk profile and/or suitability and are to be considered "Investment Research" pursuant to art. 27 of the Joint Consob and Bank of Italy Regulation of October 29, 2007, has been prepared for informational purposes only and does not constitute investment advisory services, which require an analysis of the specific financial needs and risk profile of each individual user/client. Nor does it constitute a general solicitation of investments in financial instruments. If users intend to carry out any transactions, they should not base their decisions solely on the information provided in this document. They should consider the relevance of the information to their decisions, taking into account their investment objectives, experience, financial and operational resources, and any other circumstances.