Money For the Rest of Us

Investing Fundamentals and What Is Attractive Now

Apr 3, 2024

Financial advisor Josh Jalinski discusses constructing portfolios, factor investing, and managing retirement assets. They explore asset classes like dividend investing and leveraged loans, and strategies for maximizing wealth. Topics include growth versus value investing, equity REITs, China, and managing regret.

48:12

Episode guests

Josh Jalinski

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Episode notes

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Quick takeaways

Benchmarking portfolios is crucial for measuring investment success in the institutional space, serving as a key metric to assess portfolio outperformance and the value added by advisors.

Diversification remains a cornerstone of sound investment strategy, incorporating asset classes like real estate investment trusts (REITs) to enhance portfolio stability and income generation.

Deep dives

Investing Fundamentals and Importance of Benchmarking Portfolios

Benchmarking portfolios is crucial for measuring investment success in the institutional space. Understanding benchmarks like MSCI and Bloomberg indices helps endowment funds evaluate their performance against peers. While benchmarking is common in institutional investing, individual investors often overlook its importance. It serves as a key metric to assess portfolio outperformance and the value added by advisors.

Introduction

3min

Asset Management, Benchmarking, and Transitioning Careers

3min

Evolution of Investment Strategies and Benefits of Unified Business Management Solutions

3min

Navigating Factor Exposure and Portfolio Development

7min

Evolution of Information Retrieval and Rise of AI-based Tools in Finance and Technology

7min

Diversified Investment Strategies and Retirement Planning Insights

24min

Exploring the Appeal and Benefits of Equity REITs for Investors

2min

Guiding Principles for Investment Success

3min

In this conversation with financial advisor Josh Jalinski, David shares his views on constructing and benchmarking portfolios, factor investing including growth versus value, and managing regret. We explore a number of asset classes and strategies including dividend investing, leveraged loans, closed-end funds, equity REITs, and China. We also discuss how to manage retirement assets.

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Show Notes

Josh Jalinksi - Financial Quarterback

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