#168: Former portfolio manager Chris Doyle joins to discuss strategic ways to build and manage your investment portfolio. They do a deep dive on diversification, tax-award allocation, capacity and tolerance for risk, tax-loss harvesting, rebalancing and more.
Chris Doyle is a Research Scientist at the Stanford Autonomous Agents Lab. He co-founded the technology startup Grove to make financial services accessible and affordable for everyone. Before that, he was an investor at a macro hedge fund and had a trading career at Barclays Capital.
Link to Full Show Notes: https://allthehacks.com/investment-portfolios-chris-doyle
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Resources Mentioned
Chris Doyle: LinkedIn | Website
Wealthfront (Get $5k managed free and get a 0.5% APY boost)
Triumph of the Optimists: 101 Years of Global Investment Returns
Articles
Mutual Funds That Consistently Beat the Market? Not One of 2,132. (Published 2022)
Lump-sum investing versus cost averaging: Which is better?
All the Hacks Episodes
#19: Becoming a Better Investor with Andy Rachleff
#59: Save Money, Build Wealth and Just Keep Buying with Nick Maggiulli
Full Show Notes
(00:00) Introduction
(02:14) Important Factors to Consider Before Building a Financial Portfolio
(05:54) One of the Major Mistakes Made by Retail Investors
(07:50) How to Think About Financial Risk
(08:33) Importance of Asset Class Diversification
(13:47) How to Determine Which Asset Classes to Include
(20:19) Why People Add Emerging Markets to Their Portfolio
(21:15) The Argument for International Stocks
(22:18) The Case For or Against Real Estate
(23:41) Trading Commodity Futures
(28:18) Investing in Crypto
(30:52) Non-Traditional Investments
(37:04) Bonds and Fixed Income Allocation
(43:30) Cash Interest Rate vs. Long-Term Bond Interest Rate
(46:11) How to Think About Investing
(50:34) Ways to Migrate from One Portfolio to Another
(54:06) The Role of Tax Rates
(1:01:31) Rebalancing Portfolios
(1:03:04) Tax Loss Harvesting
(1:09:39) Direct Indexing
(1:12:37) How Often Should You Change Your Portfolio?
(1:14:50) Uninvested Cash
(1:17:22) How to Pick the Right Perfect Portfolio
(1:20:22) Financial Advisors: Humans vs. Software
Connect with All the Hacks
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Building an Investment Portfolio to Grow and Protect Your Wealth with Chris Doyle | All the Hacks with Chris Hutchins podcast - Listen or read transcript on Metacast
