Excess Returns Show Us Your Portfolio: Wes Gray
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Jun 14, 2022 Wes Gray, founder of Alpha Architect, discusses his personal portfolio principles and major assets. He shares his views on portfolio management, biggest investment mistakes, and long-term investing goals. They also explore topics like living in Puerto Rico for tax benefits, trend following strategy, and finding fulfillment in non-financial investments. Fishing for Dorado and lessons learned from building a portfolio are also discussed.
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Long-Term Goals
- Define your biggest long-term investment goals.
- These could include financial peace of mind, funding a business, or retirement planning.
Wes Gray's Goals
- Wes Gray grew up with financial insecurity, motivating his pursuit of financial peace.
- His tactical goals include comfortable travel, healthy food, and hosting parties.
Investment Philosophy
- Wes Gray's investment approach is evidence-based, long-term, and robust to chaos.
- He emphasizes "skin in the game," aligning his investments with client recommendations.