How to Construct a Diversified Stock Portfolio of Major Index Funds

The Money with Katie Show

Money with Katie

Self-improvement, Education, Business, Investing, How To

4.8 • 1.3K Ratings

🗓️ 26 October 2022

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

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Summary

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! - 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome back to the Money with Katie Show Rich Girls and Boys.
0:09.8	I am your host, Katie Gaddy-Tossan, and in today's episode, we're going to talk about
0:14.4	a few fundamental theories about investing, fun, and the relationship between risk, returns,
0:21.0	and intelligent investing.
0:28.7	My guest today is Trey Lockerby, the host of the Investors Podcast, and coincidentally,
0:33.8	the CEO and co-founder of a kombucha company called Better Booch that I happen to love
0:39.0	and have a few cans of downstairs, so that's fun.
0:42.0	He is a self-proclaimed Warren Buffett aficionado, so I'm going to pepper him with some questions
0:46.8	about value investing in a little bit.
0:49.4	But before we do that, let's talk about something crucial in investing in personal finance
0:55.4	more broadly, the big D. Diversification, that's what you thought I was going to say the
1:01.2	big D was, right?
1:02.9	Sexy.
1:03.9	Everyone loves diversification.
1:05.7	It is a word that we throw around a lot, though I don't know that many of us, myself included
1:10.3	until recently, had a very strong technical understanding of what it means or how to apply
1:16.0	it to our portfolios.
1:18.1	It's related to the question I hear all the time.
1:21.8	I want to invest, but I don't know what to invest in.
1:25.8	Now, you could always go to the RoboAdvisor route and let an algorithm decide for you.
1:30.6	I will always, always, always advocate for that if you are not interested or proficient
1:36.3	in playing equities, build a bare workshop with your stock portfolio in Vanguard or Fidelity.
	...

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