Jun 11, 2021
#49
Disclaimer:
We are not financial advisors. The content on this podcast and YouTube videos are for educational purposes only and merely cite our own personal opinions. In order to make the best financial decision that suits your own needs, you must conduct your own research and seek the advice of a licensed financial advisor if necessary. Know that all investments involve some form of risk and there is no guarantee that you will be successful in making, saving, or investing money; nor is there any guarantee that you won't experience any loss when investing. Always remember to make smart decisions and do your own research!
1. Firstly, Tell us a bit about yourself and what got you into
risk parity in investing?
2. When i first started getting interested in investing I read
Harry Browns fail safe investing. What is your opinion on the
Permanent portfolio strategy?
3. For someone young who is saving investing and in the
accumulation phase it's typical for them to be 100% in global
equities (typically in the UK) at what stage is a good time to
think or take some action about switching a portion into other
types of assets?
4. I notice that through different time periods certain assets
perform better than others making the right choices is vital would
you agree?
5. Being a citizen and resident in the USA do you mainly invest in
USA index's or do you have some international exposure? Can this be
of any help to diversify further?
6. What are your thoughts on currency risk? This can be an issue
for UK investors as our home currency is the British Pound.
7. I note from your website and podcast that you have a few
different test portfolios which has performed the best so far and
why? Which has performed the worst so far and why?
8. Do you believe there is a certain percentage of each asset class
say 10% minimum to make it matter to the overall impact it has in
your portfolio?
9. A big focus is on asset allocation which is obviously important
but what are your thoughts on asset location to protect from
tax?
10. Can a simple traditional Stocks and Bonds (2 fund) portfolio be
enough or is it important to diversify into more asset classes
especially these days?
11. Am I right in thinking that the first 10 years in the
preservation stage are the riskiest so investing diversified can
help you get through that stage?
12. What are you thoughts on Gold, Crypto Currency and preferred
stocks?
13. Any final words of wisdom or rules a DIY investor should
consider following?
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