The Wealthy Barber Podcast #9 — Dan Bortolotti: Index Investing, ETFs and Financial Planning
6 snips
Feb 11, 2025 
Dan Bortolotti, a Portfolio Manager at PWL Capital and author of 'Reboot Your Portfolio', shares his insights on index investing and ETFs. He discusses why most active managers struggle to outperform the market and highlights the benefits of passive investing. The conversation covers essential topics like asset allocation, the importance of a solid financial plan, and tips for DIY investors. Bortolotti also explores the intricacies of all-in-one ETFs versus individual sector options, offering practical advice for smarter investing.
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Active vs. Passive Investing
- Actively managed funds rarely outperform the market over the long term.
- This is due to increased competition, high fees, and the difficulty of consistently holding winning stocks.
Dave's Father's Success
- Dave Chilton's father consistently outperforms professional money managers with a simple index fund approach.
- He succeeds due to his lack of emotional engagement and long-term perspective.
Speculative Investments
- Allocate a small portion of your portfolio (5-10%) for speculative investments if desired.
- However, prioritize long-term index fund investing and avoid distractions.
