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May 9, 2025

Why You Need to Build a Best-in-Class Portfolio | AWM Insights #200

Why You Need to Build a Best-in-Class Portfolio | AWM Insights #200
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In this episode of AWM Insights, we kick off a mini-series on building a best-in-class investment portfolio. Justin Dyer and Mena Hanna discuss why having a structured investment plan is crucial for professional athletes and individuals looking to achieve multi-generational wealth.
Justin Dyer
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Mena Hanna
Mena Hanna
CFA
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In this episode of AWM Insights, we kick off a mini-series on building a best-in-class investment portfolio. Justin Dyer and Mena Hanna discuss why having a structured investment plan is crucial for professional athletes and individuals looking to achieve multi-generational wealth. The conversation dives deep into the importance of a customized approach to investing, offering insights on how a well-structured portfolio can lead to financial resilience and success.

Key Highlights

  • Discussing the foundational need for a best-in-class portfolio and its alignment with life's goals.

  • The critical role of process and planning in both investing and professional athletic pursuits.

  • The benefits of portfolio diversification for managing market turbulence and achieving long-term goals.

  • The impact of reacting to market noise and the importance of a disciplined investment strategy.

Quotes

  • "You always need a plan, whether you're running a marathon or managing multi-generational wealth."

  • "Diversification and smart asset allocation are your financial warmups and cool downs, helping protect your wealth from unexpected setbacks."

  • "The process should give you confidence and help you sleep at night by providing pause against reacting to the current market environment."

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