Talk Your Book: Building Portfolios with AI

Jan 15, 2024

Explore the experience of a diversified investor in 2023, utilizing AI to build portfolios for advisors, Helios' latest trading service offering, the challenge of investing only in big tech companies, incorporating Bitcoin ETF into portfolios, decision-making characteristics and client preferences in portfolio building, and the benefits of outsourcing or insourcing model portfolio management.

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INSIGHT

Shifting Advisor Roles

Many advisors now prioritize financial planning over direct portfolio management.
This creates a demand for outsourced investment solutions.

INSIGHT

2023 Investor Experience

Diversified investors experienced mixed results in 2023 due to narrow market rallies.
This often leads to lower investor satisfaction, even with a sound long-term process.

ADVICE

Focus on Process

Prioritize process over short-term returns for consistent, long-term success.
Client growth and achieving goals are more likely with a process-driven approach.

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On this episode, Michael Batnick and Ben Carlson are joined again by Chris Shuba, Founder and CEO of Helios Quantitative Research to discuss: the experience of a diversified investor in 2023, utilizing AI to build portfolios for advisors, Helios' latest trading service offering, and much more!

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Ben Carlson’s A Wealth of Common Sense

Michael Batnick’s The Irrelevant Investor

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