My 2025 Year-End Portfolio Review: Top Winners, Biggest Losers, And Lessons For 2026

分组1 - Year-end portfolio reviews are essential for ensuring adequate returns against benchmarks and achieving investment goals [1] - Brett Ashcroft Green is a CERTIFIED FINANCIAL PLANNER™ with extensive experience in private credit and commercial real estate mezzanine financing [1] - The family operates a real estate brokerage in Nevada, known for its tax advantages for retirement and estate planning [1] 分组2 - Brett has worked with high-net-worth individuals globally and has collaborated with leading commercial real estate developers [1] - He is fluent in Mandarin Chinese, enhancing his ability to operate in business and legal settings [1]