Intro

This chapter explores effective strategies for creating an investment portfolio that aligns with personal financial goals and individual characteristics. The speaker promotes an 'asset garden' approach, focusing on diversification and questioning traditional investment methodologies.

Transcript

chevron_right

Play full episode

chevron_right

Transcript

Episode notes

On today’s show we talk to David Stein about his new book and how to construct the optimal portfolio.

IN THIS EPISODE YOU’LL LEARN:

How to construct the optimal portfolio
How to determine the expected return, upside, and downside of an asset class
If you should ever be 100% invested in stocks?
Why you should consider owning more than a dozen asset classes.
Ask The Investors: How should I rebalance my portfolio?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
David Stein’s book, Money For the Rest of Us – Read reviews of this book
David Stein’s Podcast, Money for the Rest of Us
Sign up to the TIP live event in Los Angeles with Stig and David by emailing stig@theinvestorspodcast.com
Join the Mastermind Group and the TIP Community for the Berkshire Hathaway Annual Shareholder’s Meeting

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

SimpleMining
Hardblock
AnchorWatch
Human Rights Foundation
Unchained
Vanta
Shopify
Onramp

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app

Home Top podcasts Popular guests Top books