It is easy to manage an investment portfolio if the monies inside are 100% yours, but it gets a little bit tricky where you are managing not just your own but other people’s monies, too. By “other people”, I meant close family members, so please do not go around and ask your friends, acquaintances or even strangers whom you just met on
...I had just done up a quarterly review of our Bedokian Portfolio, which typically includes a (very) short briefing to my stakeholders (namely my spouse) on the transactions, portfolio performance and goings-on for the past three months. It is also during this time that I distributed the dividend and interest payments received over the past quarter to the respective stakeholders’ share of the portfolio. As you can see, our Bedokian Portfolio is not just solely mine, but also made up of funds from my spouse and my kids.
