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Excess Returns
Show Us Your Portfolio: Andrew Beer
Jan 18, 2024
Andrew Beer, Founder of DBi, discusses his approach to managing his personal portfolio, including his views on stocks and bonds, incorporating managed futures, homeownership, and charitable giving. He also reflects on the importance of long-term thinking, being actively involved in philanthropic efforts, and the power of compounding.
01:11:44
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Quick takeaways
- Andrew Beer emphasizes the importance of including both economic and non-economic assets, such as homeownership, in a well-rounded portfolio.
- Andrew Beer advises focusing on average returns and enduring short-term market volatility for long-term growth.
Deep dives
Investing for the Long Term
The podcast episode features a discussion with Andrew Beer, co-founder of Dynamic Beta Investments and a co-portfolio manager of a popular managed futures ETF. Andrew shares insights into his personal portfolio and investment approach, emphasizing the importance of long-term goals. He believes in having a portfolio that includes both economic and non-economic assets, such as homeownership. Additionally, Andrew highlights the significance of giving back and actively participating in charitable endeavors. He also discusses the value of managed futures in diversifying a portfolio and deriving uncorrelated returns from assets.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode