This book shows you how to take control. You'll discover how to blend high-potential themes with core holdings in a way that keeps your portfolio both exciting and stable. Through practical model portfolios, you'll learn how to size themes correctly, prevent overconcentration, and maintain a system that grows wealth while managing risk.
Designed for entrepreneurs who want innovation without chaos, The Portfolio Balancing Act gives you the tools to keep themes under control while capturing long-term growth. With the right framework, you don't have to choose between safety and vision-you can have both.
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