Excess Returns Show Us Your Portfolio: Katie Stockton
Jan 25, 2024
On the latest episode, Fairlead Strategies founder Katie Stockton discusses her approach to managing her personal portfolio. They cover asset allocation, incorporating technical analysis, international diversification, the benefits of a financial advisor, leaving money to kids, and more.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
The Importance of Taking a Long-Term View
02:28 • 17min
Analyzing Momentum Factors and Technical Analysis in Investing
19:28 • 16min
Investments in Crypto Assets
35:16 • 5min
Leaving Money to Children and Teaching the Value of Money
40:03 • 4min
Bullish Market Outlook and Personal Non-Financial Investments
44:17 • 6min
Lessons Learned from Building a Portfolio
50:16 • 3min