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Why Do You Own What You Own? Unraveling Your Investment Portfolio Choices
Manage episode 434652608 series 3587117
Kandungan disediakan oleh Keli Alo & Mark Robinson, Keli Alo, and Mark Robinson. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Keli Alo & Mark Robinson, Keli Alo, and Mark Robinson atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Ever wondered why you own the investments you do? On this episode of "Bullshit on Stilts," we unravel the mystery behind your portfolio choices, helping you maintain control and avoid decision regret. We'll discuss the importance of aligning your investments with your time horizon and objectives, ensuring your portfolio reflects your financial goals and risk appetite. By understanding the ‘why’ behind your investments, you can create a robust strategy that stands the test of time.
Is a US Treasury bond always the safest bet? Think again. We tackle the complexities of interest rate risks, comparing Walmart bonds with short-term maturities to long-term US Treasury bonds. You’ll discover how inflation can erode the perceived safety of long-term Treasuries over time. With practical advice on balancing risk tolerance and meeting financial goals, we’ll help you navigate the psychological challenges of staying disciplined in your investment journey.
Did you know that asset allocation is the key driver of long-term returns and risk? Inspired by the landmark Singer Bebauer Brinson study, we emphasize the importance of making strategic allocation decisions based on your time horizon, objectives, and risk tolerance. From saving consistently to choosing between similar index funds, we’ll explore how adjusting savings rates can mitigate risk for conservative investors. Join us for a blend of serious analysis and playful banter, aiming to optimize your portfolio and keep you on course towards your financial aspirations.
Developing your financial bullshit sniffer one episode at a time.
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1. Why Do You Own What You Own? Unraveling Your Investment Portfolio Choices (00:00:00)
2. Investment Planning (00:00:01)
3. Understanding Investment Risks (00:12:53)
4. Asset Allocation and Investment Strategy (00:23:05)
5. Investment Portfolio Evaluation and Optimization (00:30:53)
14 episod
Kongsi
