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Show Us Your Portfolio: Katie Stockton

Show Us Your Portfolio: Katie Stockton

FromExcess Returns


Show Us Your Portfolio: Katie Stockton

FromExcess Returns

ratings:
Length:
53 minutes
Released:
Jan 25, 2024
Format:
Podcast episode

Description

In our latest episode of Show Us Your Portfolio, we are joined by Fairlead Strategies founder Katie Stockton. We discuss how Katie thinks about managing her personal portfolio and the investing process. We cover Katie's approach to asset allocation, how she incorporates technical analysis into her strategy, international diversification, the benefits of a financial advisor, her views on leaving money to kids and a lot more.
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Released:
Jan 25, 2024
Format:
Podcast episode

Titles in the series (100)

Excess Returns is an investing podcast hosted by Jack Forehand and Justin Carbonneau, partners at Validea. Justin and Jack discuss a wide range of investing topics, including factor investing, value investing, momentum investing and behavioral finance, with the goal of helping those who watch and listen become better long term investors, all in twenty minutes or less per episode.