Is Your Portfolio Worth Owning?

I’m not an investment professional or licensed financial advisor, but I do have access to free products and portfolios built by licensed investment professionals—and so do you! The perks of living in 2022, right?

This week, we’re breaking down a few big investing topics:

• the relationship between risk and returns
• diversification beyond the S&P 500 (and why it’s something you may want to consider, considering it involves securities that aren’t down 25% YTD)
• the (free) tools you can use to level up your portfolio

I also sat down for a conversation with Trey Lockerbie of The Investor’s Podcast Network (https://www.theinvestorspodcast.com/) to talk about all things “value investing,” Warren Buffett, and why Trey can’t help himself from investing in individual stocks.

To learn more about our sponsor, Vin Social, check out http://vinsocialvip.com/.

Episode transcripts can be found at https://www.podpage.com/money-with-katie-show/.

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Mentioned in the Episode

• Rational Reminder on "factor investing": https://podcasts.apple.com/us/podcast/the-rational-reminder-podcast/id1426530582?i=1000575745961
• Ken Fisher, American billionaire investment analyst: https://www.kenfisher.com/books/little-book-market-myths/chapter-09
• Callan’s Periodic Table of Investment Returns: https://www.callan.com/research/2021-classic-periodic-table/
• S&P 500 total returns by year: https://www.slickcharts.com/sp500/returns
• M1 Finance: https://m1.com/
• Roth IRAs per the IRS: https://www.irs.gov/retirement-plans/roth-iras

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