Building an Investment Portfolio to Grow and Protect Your Wealth with Chris Doyle

All the Hacks with Chris Hutchins

Chris Hutchins

Business, Education, Investing, Society & Culture, Places & Travel, Self-improvement

4.7 • 1.4K Ratings

🗓️ 17 April 2024

⏱️ 85 minutes

🔗️ Recording | iTunes | RSS

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Summary

#168: Former portfolio manager Chris Doyle joins to discuss strategic ways to build and manage your investment portfolio. They do a deep dive on diversification, tax-award allocation, capacity and tolerance for risk, tax-loss harvesting, rebalancing and more. Chris Doyle is a Research Scientist at the Stanford Autonomous Agents Lab. He co-founded the technology startup Grove to make financial services accessible and affordable for everyone. Before that, he was an investor at a macro hedge fund and had a trading career at Barclays Capital. Link to Full Show Notes: https://allthehacks.com/investment-portfolios-chris-doyle Partner Deals Vuori: 20% off the most comfortable performance apparel I've ever worn Storyworth: Capture your Mom's stories and memories in a custom book ($10 off) Fabric: Affordable term life insurance for you and your family MasterClass: Learn from the world's best with 15% off Daffy: Free $25 to give to the charity of your choice For all our deals, discounts and promo codes from our partners, go to: allthehacks.com/deals Resources Mentioned Chris Doyle: LinkedIn | Website Wealthfront (Get $5k managed free and get a 0.5% APY boost) Triumph of the Optimists: 101 Years of Global Investment Returns Articles Mutual Funds That Consistently Beat the Market? Not One of 2,132. (Published 2022) Lump-sum investing versus cost averaging: Which is better? All the Hacks Episodes #19: Becoming a Better Investor with Andy Rachleff #59: Save Money, Build Wealth and Just Keep Buying with Nick Maggiulli Full Show Notes (00:00) Introduction (02:14) Important Factors to Consider Before Building a Financial Portfolio (05:54) One of the Major Mistakes Made by Retail Investors (07:50) How to Think About Financial Risk (08:33) Importance of Asset Class Diversification (13:47) How to Determine Which Asset Classes to Include (20:19) Why People Add Emerging Markets to Their Portfolio (21:15) The Argument for International Stocks (22:18) The Case For or Against Real Estate (23:41) Trading Commodity Futures (28:18) Investing in Crypto (30:52) Non-Traditional Investments (37:04) Bonds and Fixed Income Allocation (43:30) Cash Interest Rate vs. Long-Term Bond Interest Rate (46:11) How to Think About Investing (50:34) Ways to Migrate from One Portfolio to Another (54:06) The Role of Tax Rates (1:01:31) Rebalancing Portfolios (1:03:04) Tax Loss Harvesting (1:09:39) Direct Indexing (1:12:37) How Often Should You Change Your Portfolio? (1:14:50) Uninvested Cash (1:17:22) How to Pick the Right Perfect Portfolio (1:20:22) Financial Advisors: Humans vs. Software Connect with All the Hacks All the Hacks: Newsletter | Website | Membership | Email Chris Hutchins: Twitter | Instagram | Website | LinkedIn Editor’s Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Hello and welcome to all the hacks a show about upgrading your life money and travel.
0:06.2	I'm Chris Hutchins and if you have any amount of savings that you invest then I think you will love this episode
0:11.6	because we are going to do a deep dive on
0:13.3	building an investment portfolio. I already know a ton of you are going to be
0:17.1	excited about this topic because I got so many requests for it and I can't think of
0:21.2	anyone better to join me than my previous co-founder of our
0:24.7	financial planning startup Chris Doyle who has always been my most knowledgeable friend
0:29.1	when it comes to investing and that's because he has been a trading analyst, worked at a hedge fund, and is generally one of the smartest people I know, as is evident by the fact that he's now a full-time researcher at Stanford in their autonomous agents lab.
0:41.0	Today we're going to cover investment goals, diversification, asset
0:44.2	classes, portfolio allocation, taxes, and so much more. Now just to be clear we are
0:49.1	not investment advisors anymore and none of this should be considered personal investment advice.
0:54.0	All right, let's jump in right after this.
0:57.0	This year, I'm trying to level up everything
1:00.0	and that includes my fitness routine and clothing.
1:03.0	The routine does require a bit of willpower,
1:05.0	but when it comes to the clothing,
1:07.0	our sponsor today, Vori, is making that so easy.
1:10.0	Vori makes performance apparel that's incredibly versatile.
1:13.2	Everything is designed to work out in but doesn't look or feel like it at all
1:17.2	and it is so freaking comfortable you will want to wear it all the time.
1:20.8	I know because Amy and I are actually wearing Viori all the time. I know because Amy and I are actually wearing Viori all the time. I've long said
1:25.3	the Sunday performance joggers were my favorite, but I wear my core shorts and stratotech teas almost as much.
	...

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