JF3815: Portfolio Management Evolution, Investment Strategy Design, & Running Wealth Like a Business ft....

On the first episode of The Passive Income Playbook, Christopher Nelson shares his journey from tech equity to building a multiple seven-figure investment portfolio, and discusses the critical mindset shift from being a money earner to a money manager. Nelson, CEO of Wealth Ops Collective, explains his systematic approach to portfolio construction, emphasizing treating investments like a business with proper entity structuring, team building, and operational processes. He provides practical insights on diversifying across asset classes, maintaining a 50/50 split between growth and income investments, and the importance of having clear portfolio goals and metrics. The episode offers valuable guidance for passive investors looking to professionalize their investment approach and build sustainable wealth through strategic portfolio management.


Sponsors:
Crystal View Capital
Capital Gains Tax Solutions

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