86: Index Fund Allocation Modeling with Johnny & Sam
Invest Like a Boss
Sam Marks Johnny FD Derek Spartz
4.8 • 518 Ratings
🗓️ 27 February 2018
⏱️ 62 minutes
🧾️ Download transcript
Summary
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
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Transcript
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| 0:00.0 | Hey guys, just real quick before we start this week's episode on asset allocation, specifically with index funds. |
| 0:07.2 | We didn't mention this in the episode, but be sure to check out the show notes. |
| 0:11.9 | After this episode on our website, invest like a boss.com, Johnny and I are going to include a ton of reference links to our research going into this episode and also our individual portfolios |
| 0:23.0 | and our own asset allocation models. So check that out and enjoy this week's episode. |
| 0:28.4 | Welcome to the Invest Like a Boss podcast. I'm Sam Marks and I'm Johnny FD. We're self-made |
| 0:33.1 | entrepreneurs who invest our own money and use modern technology to invest like a boss. |
| 0:36.7 | Join us each week for exclusive interviews with our network of modern investors, business owners, |
| 0:41.0 | and multimillionaires to discover new ways to invest our hard-earned cash. |
| 0:46.2 | Hey guys, it's Johnny, and welcome to episode 86 of the Invest Like a Boss podcast. |
| 0:50.6 | It's my last weekend in Cheymey, and it's Sam Mark's last weekend in his parents' house. |
| 0:58.1 | He's living in his parents' house. |
| 1:01.5 | It is. |
| 1:02.6 | It is. |
| 1:03.2 | It is. |
| 1:03.5 | It is. |
| 1:04.0 | It is. |
| 1:04.0 | Yes. |
| 1:04.7 | My parents sold their house after 35 years. |
| 1:07.4 | It's always a house I grew up in. |
| 1:08.7 | Always been their house. |
| 1:11.1 | And it's a small house in South Florida, 1,600 square feet. |
| 1:15.4 | And it just sold. |
... |
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