86: Index Fund Allocation Modeling with Johnny & Sam
b'
Co-hosts Johnny and Sam are entrepreneurs and investors who share their investment strategies and experiences to all the listeners. This episode is an overview of index fund allocation combined with personal recommendations, understanding from influential books, and insights from the experts.
On this episode, Johnny and Sam explain the basics of index funds, stocks, and asset allocation. They discuss investment strategies which helps investors balance their portfolio while minimizing risks. They also talk about fundamental considerations when starting index fund investing, basic asset allocation modeling, and portfolio building. They also present the Buy-and-Hold Portfolio of several investment authorities that will surely help you decide what asset allocation model is perfect for you.
\\xa0
Where we are:
Johnny \\u2013 Thailand
Sam \\u2013 U.S.A.
\\xa0
Links:
3 Investment Gurus Share Their Model Portfolios
The All Seasons Portfolio (Aka The Tony Robbins Portfolio)
The ultimate buy-and-hold portfolio
Paulmerriman.com/whats-wrong-vanguard-small-cap-value/
\\xa0
Books:
\\xa0
Discussed:
ILAB 15 \\u2013 Meb Faber on Building The All Seasons Portfolio
\\xa0
Time Stamps:
03:14 \\u2013 What is Asset Allocation?
04:11 \\u2013 Modeling portfolio
08:58 \\u2013 Most basic asset allocation model
11:25 \\u2013 How diversification works?
15:22 \\u2013 Buy-and-Hold
17:06 \\u2013 Experts buy-and-hold portfolio
21:38 \\u2013 What to choose for your portfolio?
29:04 \\u2013 Stocks vs. Bonds
30:26 \\u2013 Definition of terms
32:43 \\u2013 Tax implications
35:13 \\u2013 Recommendations on how to get started
37:24 \\u2013 Johnny\\u2019s wealthfront portfolio
38:05 \\u2013 Sam\\u2019s wealthfront portfolio
40:11 \\u2013 Wealthfront
51:23 \\u2013 Sam\\u2019s investments/asset allocation
56:17 \\u2013 Johnny\\u2019s investments/asset allocation
58:38 \\u2013 Considerations in asset allocation model
\\xa0
If you enjoyed this episode, do us a favor and share it! Also if you haven\\u2019t already, please take a minute to leave us a 5-star review on iTunes and\\xa0claim your bonus here!
Copyright 2017. All rights reserved. Read our\\xa0disclaimer here.
'