Using an Investing Checklist to Improve your Portfolio with Brian Feroldi

Published: March 16, 2022, 9 a.m.

b"#48: Investing expert Brian Feroldi joins Chris to discuss the current market, Brian\\u2019s counterintuitive investing philosophy, making an investor checklist, evaluating risk, investor policy statements, understanding market capitalization, creating an exit strategy, asymmetric bets and more.\\nBrian Feroldi (@BrianFeroldi) is a financial educator, YouTuber, and author of Why Does The Stock Market Go Up?: Everything You Should Have Been Taught About Investing in School, But Weren\\u2019t, who has also written more than 3,000 articles on stocks, investing, and personal finance for the Motley Fool. He's been intensely interested in money, personal finance, and investing since he graduated from college and shares his knowledge with the world on Twitter, YouTube, Instagram and Fool.com.\\nFull show notes at: https://allthehacks.com/investing-checklist-brian-feroldi\\n\\xa0\\nPartner Deals\\nFor all the deals, discounts and promo codes from our partners, go to:\\xa0allthehacks.com/deals\\n\\nResources Mentioned\\nConnect with Brian Feroldi: Twitter | YouTube | Instagram | Website | Motley Fool Articles\\nBrian's Site: Long Term Mindset\\nOrder Brian\\u2019s Book: Why Does The Stock Market Go Up?: Everything You Should Have Been Taught About Investing in School, But Weren\\u2019t\\nYouTube Video: Brian Feroldi\\u2019s Stock Investing Checklist: A Step By Step Guide\\nBrian\\u2019s Investing Checklist: brianferoldi.com/checklist/\\nStock Investing Platforms mentioned: Interactive Brokers | M1 Finance\\nRhode Island Recommendations: Hemenway\\u2019s Restaurant |\\xa0Waterfire Providence | Tilted Barn Brewery\\n\\xa0Books Referenced:\\n\\nWarren Buffet and the Interpretation of Financial Statements: The Search for the Company with\\xa0Durable Competitive Advantage by Mary Buffett and David Clark\\n\\nThe Little Book That Builds Wealth: The Knockout Formula for Finding Great Investments by Pat Dorsey\\n\\n100 Baggers: Stocks that Return 100-to-1and How to Find Them by Christopher W. Mayer\\n\\n\\xa0\\nFull Show Notes\\n(01:15) Chris Welcomes Brian to All The Hacks\\n(01:25) Making Sense of the Current Market\\n(03:06) Brian's Perspective on Calm and Volatile Times\\n(04:13) Timing the Market vs. Dollar-Cost Averaging\\n(06:35) Brian's Approach to Managing His Portfolio\\n(08:27) The Art of Evaluating Risk\\n(09:43) Crafting an Investor Policy Statement\\n(12:20) Building an Effective Investing Checklist\\n(16:25) Educating Yourself for Informed Company Selection\\n(19:54) Balancing Passive Investment with Bold Bets\\n(22:55) The Role of Price in Stock Investing\\n(25:20) Demystifying Market Capitalization\\n(27:12) Exiting Positions in Response to Market Cap Growth\\n(28:31) Defining Exit Strategies and Keeping Investment Journals\\n(30:52) Doubling Down: Knowing When to Reinforce Positions\\n(33:35) Brian's Counterintuitive Investment Philosophy\\n(36:22) Brian's Choice Trading Platform\\n(39:01) Evaluating Company Performance\\n(41:18) Online Resources for Comparative Analysis\\n(41:58) Venturing into Higher-Risk Endeavors\\n(43:53) Researching and Unearthing Asymmetrical Bets\\n(45:34) Differing Vetting Processes for High-Risk and Low-Risk Investments\\n(47:28) Brian's Watchlist: Five Intriguing Stocks\\n(49:08) Book Recommendations from Brian\\n(52:52) Contrarian View on Accelerated Mortgage Payment\\n(52:52) Local Rhode Island Recommendations\\n(54:24) Connecting with Brian Online\\n\\nConnect with All the Hacks\\nAll the Hacks:\\xa0Newsletter\\xa0|\\xa0Website\\xa0|\\xa0Membership\\xa0|\\xa0Email\\nChris Hutchins:\\xa0Twitter\\xa0|\\xa0Instagram\\xa0|\\xa0Website\\xa0|\\xa0LinkedIn\\n\\nEditor\\u2019s Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post."