![Invest Like a Boss artwork](https://is3-ssl.mzstatic.com/image/thumb/Podcasts123/v4/75/90/89/75908923-c00a-68c9-04ce-e9518e1ce2fd/mza_648114921335036736.jpg/100x100bb.jpg)
86: Index Fund Allocation Modeling with Johnny & Sam
Invest Like a Boss
English - February 27, 2018 12:15 - 1 hour - 28.5 MB - ★★★★★ - 478 ratingsInvesting Business Technology finance invest investing investment millionaire money retirement stocks wealth wealthfront Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Co-hosts Johnny and Sam are entrepreneurs and investors who share their investment strategies and experiences to all the listeners. This episode is an overview of index fund allocation combined with personal recommendations, understanding from influential books, and insights from the experts.
On this episode, Johnny and Sam explain the basics of index funds, stocks, and asset allocation. They discuss investment strategies which helps investors balance their portfolio while minimizing risks. They also talk about fundamental considerations when starting index fund investing, basic asset allocation modeling, and portfolio building. They also present the Buy-and-Hold Portfolio of several investment authorities that will surely help you decide what asset allocation model is perfect for you.
Where we are:
Johnny – Thailand
Sam – U.S.A.
Links:
3 Investment Gurus Share Their Model Portfolios
The All Seasons Portfolio (Aka The Tony Robbins Portfolio)
The ultimate buy-and-hold portfolio
Paulmerriman.com/whats-wrong-vanguard-small-cap-value/
Books:
Discussed:
ILAB 15 – Meb Faber on Building The All Seasons Portfolio
Time Stamps:
03:14 – What is Asset Allocation?
04:11 – Modeling portfolio
08:58 – Most basic asset allocation model
11:25 – How diversification works?
15:22 – Buy-and-Hold
17:06 – Experts buy-and-hold portfolio
21:38 – What to choose for your portfolio?
29:04 – Stocks vs. Bonds
30:26 – Definition of terms
32:43 – Tax implications
35:13 – Recommendations on how to get started
37:24 – Johnny’s wealthfront portfolio
38:05 – Sam’s wealthfront portfolio
40:11 – Wealthfront
51:23 – Sam’s investments/asset allocation
56:17 – Johnny’s investments/asset allocation
58:38 – Considerations in asset allocation model
If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!
Copyright 2017. All rights reserved. Read our disclaimer here.