26 min listen
How to Construct a Diversified Stock Portfolio of Major Index Funds
How to Construct a Diversified Stock Portfolio of Major Index Funds
ratings:
Length:
51 minutes
Released:
Oct 26, 2022
Format:
Podcast episode
Description
I’m not an investment professional or licensed financial advisor, but I do have access to free products and portfolios built by licensed investment professionals—and so do you! The perks of living in 2022, right?
This week, we’re breaking down a few big investing topics:
the relationship between risk and returns
diversification beyond the S&P 500 (and why it’s something you may want to consider, considering it involves securities that aren’t down 25% YTD)
the (free) tools you can use to level up your portfolio
I also sat down for a conversation with Trey Lockerbie of The Investor’s Podcast Network (https://www.theinvestorspodcast.com/) to talk about all things “value investing,” Warren Buffett, and why Trey can’t help himself from investing in individual stocks.
To learn more about our sponsor, Vin Social, check out http://vinsocialvip.com/.
Episode transcripts can be found at https://www.podpage.com/money-with-katie-show/.
—
Mentioned in the Episode
Rational Reminder on "factor investing": https://podcasts.apple.com/us/podcast/the-rational-reminder-podcast/id1426530582?i=1000575745961
Ken Fisher, American billionaire investment analyst: https://www.kenfisher.com/books/little-book-market-myths/chapter-09
Callan’s Periodic Table of Investment Returns: https://www.callan.com/research/2021-classic-periodic-table/
S&P 500 total returns by year: https://www.slickcharts.com/sp500/returns
M1 Finance: https://m1.com/
Roth IRAs per the IRS: https://www.irs.gov/retirement-plans/roth-iras
—
Follow Along
- Listen to Money with Katie here: https://www.podpage.com/money-with-katie-show/
- Read Money with Katie: https://moneywithkatie.com/
Follow Money with Katie!
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- Twitter: https://twitter.com/moneywithkatie
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Subscribe to Morning Brew
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Follow The Brew!
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This week, we’re breaking down a few big investing topics:
the relationship between risk and returns
diversification beyond the S&P 500 (and why it’s something you may want to consider, considering it involves securities that aren’t down 25% YTD)
the (free) tools you can use to level up your portfolio
I also sat down for a conversation with Trey Lockerbie of The Investor’s Podcast Network (https://www.theinvestorspodcast.com/) to talk about all things “value investing,” Warren Buffett, and why Trey can’t help himself from investing in individual stocks.
To learn more about our sponsor, Vin Social, check out http://vinsocialvip.com/.
Episode transcripts can be found at https://www.podpage.com/money-with-katie-show/.
—
Mentioned in the Episode
Rational Reminder on "factor investing": https://podcasts.apple.com/us/podcast/the-rational-reminder-podcast/id1426530582?i=1000575745961
Ken Fisher, American billionaire investment analyst: https://www.kenfisher.com/books/little-book-market-myths/chapter-09
Callan’s Periodic Table of Investment Returns: https://www.callan.com/research/2021-classic-periodic-table/
S&P 500 total returns by year: https://www.slickcharts.com/sp500/returns
M1 Finance: https://m1.com/
Roth IRAs per the IRS: https://www.irs.gov/retirement-plans/roth-iras
—
Follow Along
- Listen to Money with Katie here: https://www.podpage.com/money-with-katie-show/
- Read Money with Katie: https://moneywithkatie.com/
Follow Money with Katie!
- Instagram: https://www.instagram.com/moneywithkatie/
- Twitter: https://twitter.com/moneywithkatie
- TikTok: https://www.tiktok.com/@moneywithkatie
Subscribe to Morning Brew
- Sign up for free today: https://bit.ly/morningbrewyt
Follow The Brew!
- Instagram: https://www.instagram.com/morningbrew/
- Twitter: https://twitter.com/MorningBrew
- TikTok: https://www.tiktok.com/@morningbrew
Released:
Oct 26, 2022
Format:
Podcast episode
Titles in the series (100)
#1: HOME OWNERSHIP RANT | My Real Beef with the Debate: The home ownership debate (to rent or to buy?) is heated and – I would argue – frustrating. Today, I'm diving into my REAL beef with the, "Renting is throwing your money away," condescension – in the hopes that young people will learn how to run the numbers instead of relying on conventional wisdom.ARTICLES REFERENCEDWhen the Math Supports Buying Your Primary ResidenceOur Net Worth is More than $500,000 – Here's Why We Choose to RentWhy Your House is a Terrible Investment (JL Collins) by The Money with Katie Show