Iris (56) - How to get a large portfolio retirement-ready? | extraETF

Iris (56) - How to get a large portfolio retirement-ready? | extraETF

Track your wealth with the extraETF Portfolio Tracker: ►► https://extraetf.com/de/lp/portfolio-... 📈 How do you prepare a large portfolio for the withdrawal phase? This is the central question of this portfolio review. Iris (56) has built up impressive wealth over many years – through patience, successful investments like Apple and Amazon, and an inherited portfolio. Today, her portfolio comprises around €700,000 with ETFs, actively managed funds, and individual stocks. But wealth accumulation is complete. Now, a completely different challenge awaits: How can the portfolio be structured to secure her livelihood in the long term while simultaneously reducing risk? In this portfolio review, I analyze the portfolio's greatest strengths and weaknesses. We discuss concentration risks, diversification, the large number of funds and ETFs, and how to simplify the portfolio and better prepare it for the withdrawal phase. I'll also show you what role Apple and Amazon could play in the future and why a clear withdrawal strategy is at least as important as choosing the right securities. I hope you enjoy watching. If you like the video, I'd appreciate a like and a subscription. And please leave a comment: How would you set up this portfolio for retirement? ``` 🧑🏻‍💻 Links for more information from extraETF: NEW: extraETF DeepDive – In-depth financial knowledge https://extraetf.com/de/service/deepdive Financial Update by extraETF: The weekly newsletter for your investments https://extraetf.com/de/service/etf-n... extraETF App: The best app for ETF investors https://extraetf.com/de/service/extra... Your free guide to investing with actively managed ETFs: https://extraetf.com/de/service/guide... The Perfect ETF Guide Part 1 (Beginner) https://extraetf.com/de/service/etf-g... The Perfect ETF Guide Part 2 (Advanced) https://extraetf.com/de/service/etf-g... 🎧 My Podcast: https://extraetf.com/de/podcast 📱Follow us on the following platforms: Instagram:   / extraetf_de   TikTok:   / extraetf   Facebook:   / extraetfde   X: https://x.com/extraetf LinkedIn:   / extraetf   #etf #extraetf #diversification #stockmarket #investment #investing #assettallocation This is an advertising or affiliate link. If you click on this link and make a purchase or sign up for something, we receive a commission (depending on the provider). This does not result in any additional costs for you. Thank you for your support! 🙏