Using an Investing Checklist to Improve your Portfolio with Brian Feroldi

31 snips

Mar 16, 2022

In this insightful discussion, financial educator and YouTuber Brian Feroldi shares his counterintuitive investing philosophy and the importance of checklists in evaluating risk. He delves into market volatility since COVID-19, advocating for strategies like dollar-cost averaging. Brian emphasizes tailoring investment portfolios with a focus on understanding market capitalization and offers advice on navigating complex stock evaluations. He also reveals strategies for knowing when to sell and highlights the potential of asymmetric bets for high rewards.

Ask episode

AI Snips

Chapters

Books

Transcript

Episode notes

INSIGHT

Market Volatility and Investor Emotions

Short-term market volatility is driven by investor emotions, making it hard to predict.
Focus on long-term investing to endure these fluctuations, as they are normal.

ADVICE

Long-Term Investing

Invest long-term capital in the stock market, but not short-term funds.
Prepare for short-term volatility by ensuring you won't need the invested capital soon.

ADVICE

Timing the Market

Don't try to time the market.
Use dollar-cost averaging to make timing irrelevant.

Get the Snipd Podcast app to discover more snips from this episode

Get the app