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27min chapter
DCA vs. Lump Sum, Not Trusting SCV, Maximizing Roth, Moving From Ultimate B/H to Smaller Portfolio and More
Sound Investing
Investment Strategies: Navigating Inheritance and Small-Cap Value
This chapter delves into investment strategies for newly inherited money, comparing lump-sum investment with dollar-cost averaging. It also examines small-cap value stocks' performance and offers advice on portfolio management, emphasizing diversification and addressing volatility concerns.
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AI-powered
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Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode