A diversified investment portfolio isn’t about owning as many funds as possible—it’s about owning the right asset classes in the right proportions. In this video, Josh Duncan breaks down how families with significant wealth can build a truly diversified investment portfolio that supports long-term goals, reduces unnecessary volatility, and avoids the clutter that derails even the smartest investors.

Using a simple framework built around five or six core asset classes—US large cap equities, US small cap equities, developed international stocks, emerging markets, real estate, and bonds—Josh explains why simplicity often beats complexity.

You’ll learn how to avoid overlapping investments, how to structure your portfolio at the household level rather than account by account, and how tax-efficient placement of assets can meaningfully improve long-term results.

Whether you're evaluating your current strategy or starting fresh, this video breaks down the purpose of each asset class, the role it plays in risk management, and how to build a unified, well-balanced portfolio across all accounts.

Want to achieve financial freedom for personal significance? Work with us at https://www.f5fp.com

About F5 Financial Planning:

At F5 Financial Planning, we help individuals and families align their finances with what matters most so they can live lives of Freedom and Significance. We are a fee-only, fiduciary financial planning and investment management firm, meaning we don’t earn commissions or sell products — our only commitment is to our clients’ best interests. We provide comprehensive financial planning, investment management, tax-efficient strategies, and retirement planning for families, corporate executives, and entrepreneurs. Our team serves clients nationwide through virtual meetings and from offices in Illinois, Georgia and Florida.

At F5, our goal is simple: to help you gain confidence, clarity, and control over your financial future so you can focus on the people and passions that matter most.

Visit https://www.f5fp.com to learn more about our services and planning process.

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Advisory services are offered through F5 Financial Planning, LLC, an SEC-registered investment adviser. This content is for educational and informational purposes only and should not be considered personalized financial, investment, tax, or legal advice.

Viewing these videos does not create an advisory relationship with F5 Financial. All investments involve risk, including possible loss of principal. For guidance specific to your situation, please consult a qualified professional.