Are you curious about how Steve Jobs would design an investment portfolio?

Steve Jobs tells us that design isn’t about what something looks like, but how something works. Let’s discuss the benefits of a simple approach to designing an effective investment portfolio.

⏰ TIMESTAMPS
0:15: Steve Jobs Designing the iPhone
0:43: How Good Design Translates to Investing
1:19: Why Less Might Be More in Your Portfolio
1:45: WARNING: Financial Advisors Can Create Complexity On Purpose
2:05: What a Complicated Portfolio Looks Like

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🎥 TRANSCRIPT

When designing the original iPhone, Steve Jobs insisted that the calculator app have a realistic button design.

During a demo of the app, Jobs noticed the numbers typed into the calculator were slightly off-center, making the app look very unpolished. He demanded the designers fix it, but they argued that it was a small detail no one would notice.

Jobs argued that if you don’t care about the small details, you don’t care about the big picture.

His attention to detail and obsession with a simple design built a great user experience. This concept is often associated with technology at large, but the truth is – every type of business should be thoughtful about their customer’s user experience, including how financial advisors design your investment portfolio.

Hi, I’m Lena Armuth, the Real People Advisor at Sensible Portfolios. And I’m here to teach real people like you, how to avoid overpaying for financial advice.

Today’s investors want simple solutions, yet most investment portfolios are confusing and overly complex. As investors, we need investment solutions that are easy to understand.

If simplicity is the ultimate sophistication, then why have 5, 6, 7, or more – 15 investment products in your portfolio when one or two can generate the same return?

With fewer mutual funds, you can better understand what you’re invested in, which makes managing your emotions during market swings much easier. This is exactly why portfolio design is so critical to your long-term success.

If you’re watching this, and you’re feeling uncertain about what’s in your investment portfolio, then it’s very likely that your financial advisor is overcharging you. This isn’t uncommon.

Advisors, who charge high management fees, often make your investments more complicated than necessary to make them appear as if there’s more value. It’s all about the optics!

They add a lot of unnecessary investments to your portfolio, to make it seem like they’re doing something of value, and can justify their high fee.

Don’t fall into this trap!

Be like Steve Jobs. Have a simple yet sophisticated investment portfolio that’s designed to provide a better investment experience.

If you want to achieve your financial goals without overpaying for advice, then you don’t want to miss out on future videos like this.

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Lena Armuth Host at Retirement for Real Podcast

My mission is to make investing simple and affordable for real people, everyday investors like you.

You deserve access to the tools and resources you need to build a better financial future. That's why I'm committed to providing high-quality content that is accessible to all.

I work at Sensible Portfolios, a family-run, financial advisory firm that has served hundreds of clients for almost 30 years. At Sensible, we follow a few basic rules: Be nice to people, keep investing simple, and don’t charge high advisory fees.

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