PIVOT Framework ("P"): Portfolio Management

The Investing for Beginners Podcast - Your Path to Financial Freedom

Andrew Sather & Glassbox Media

Business, Investing

4.2 • 1.5K Ratings

🗓️ 18 November 2024

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

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Summary

Welcome to the "Investing for Beginners" podcast, where we explore essential strategies for successful investing. In this episode, we introduce the PIVOT framework, focusing on portfolio management, diversification, and balancing risk and reward to enhance your investment journey. 00:00:00 - Introduction to podcast and unique episode format. 00:00:51 - Overview of the PIVOT framework for investing. 00:01:05 - Focus on portfolio management's vital role. 00:02:00 - Importance of conviction and diversification in investments. 00:03:15 - Buffett's punch card analogy for investment strategy. 00:04:00 - Difficulty in finding multiple great monthly investments. 00:05:01 - Discussion on position sizes and portfolio balance. 00:06:11 - Need for industry diversification in portfolios. Today's show is sponsored by: Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial. Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial! Get 15% off your next gift at UNCOMMONGOODS.COM/INVESTING Get 10 FREE meals at HelloFresh.com/freeinvesting! Get two hundred fifty dollars when you join Ramp. Go to ramp.com/BEGINNERS Cut your wireless bill to 15 bucks a month at mintmobile.com/beginners. Go to SELECTQUOTE.COM/BEGINNERS TODAY to get started. Have questions? Send them to [email protected] SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	This episode is brought to you by Curry's Business.
0:03.1	Whether you run a bustling cafe, a busy office or an inspiring classroom,
0:07.3	Curry's Business has the tech for your 2025 business plans.
0:11.1	Upgrade with their January epic deals with up to 40% of hundreds of products.
0:15.7	From laptops to TVs, connected mobile to coffee machines.
0:19.5	Shop at business.curries.com.com.
0:21.2	Visit your local hub or call their UK-based specialist business center.
0:26.1	Curry's business, powering your business in 2025.
0:32.3	I love this podcast because it crushes your dreams and getting rich quick.
0:35.8	They actually got me into reading stats for anything.
0:38.3	You're tuned in to the Investing for Beginners podcast.
0:42.0	Led by Andrew Sather and Dave Ahern.
0:45.5	Step-by-step premium investing guidance for beginners.
0:48.9	Your path to financial freedom starts now.
0:53.0	Starts now.
0:58.3	All right, folks, welcome to investing for beginners podcast. Today we're going to have a fun show.
1:07.2	Today we're going to do something a little different. So after many, many years of working
1:11.7	in the industry, investing, we have created a outline or a guide, a framework, if you will,
1:19.1	to help everybody learn investing. It's called pivot. So I'll explain that real briefly because
1:25.0	you're all probably sitting there thinking, Dave, what the heck is a pivot?
1:30.5	So pivot, E-I-B-O-T.
1:34.0	So today we're going to talk about portfolio management.
	...

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