Using an Investing Checklist to Improve your Portfolio with Brian Feroldi

All the Hacks with Chris Hutchins

Chris Hutchins

Business, Education, Investing, Society & Culture, Places & Travel, Self-improvement

4.7 • 1.4K Ratings

🗓️ 16 March 2022

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

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Summary

#48: Investing expert Brian Feroldi joins Chris to discuss the current market, Brian’s counterintuitive investing philosophy, making an investor checklist, evaluating risk, investor policy statements, understanding market capitalization, creating an exit strategy, asymmetric bets and more. Brian Feroldi (@BrianFeroldi) is a financial educator, YouTuber, and author of Why Does The Stock Market Go Up?: Everything You Should Have Been Taught About Investing in School, But Weren’t, who has also written more than 3,000 articles on stocks, investing, and personal finance for the Motley Fool. He's been intensely interested in money, personal finance, and investing since he graduated from college and shares his knowledge with the world on Twitter, YouTube, Instagram and Fool.com. Full show notes at: https://allthehacks.com/investing-checklist-brian-feroldi Partner Deals Gelt: Skip the waitlist on personalized tax guidance to maximize your wealth Selected Links From The Episode Connect with Brian Feroldi: Twitter | YouTube | Instagram | Website | Motley Fool Articles Order Brian’s Book: Why Does The Stock Market Go Up?: Everything You Should Have Been Taught About Investing in School, But Weren’t YouTube Video: Brian Feroldi’s Stock Investing Checklist: A Step By Step Guide Brian’s Investing Checklist: brianferoldi.com/checklist/ Stock Investing Platforms mentioned: Interactive Brokers | M1 Finance Rhode Island Recommendations: Hemenway’s Restaurant | Waterfire Providence | Tilted Barn Brewery Books Referenced: Warren Buffet and the Interpretation of Financial Statements: The Search for the Company with Durable Competitive Advantage by Mary Buffett and David Clark The Little Book That Builds Wealth: The Knockout Formula for Finding Great Investments by Pat Dorsey 100 Baggers: Stocks that Return 100-to-1and How to Find Them by Christopher W. Mayer Full Show Notes Chris welcomes Brian to All The Hacks (01:15) Making sense of the current market (01:25) How Brian feels about calm and volatile times (03:06) Timing the market vs. dollar-cost averaging (04:13) How Brian thinks about managing his own portfolio (06:35) Evaluating risk (08:27) The Investor policy statement (09:43) How to make an investing checklist (12:20) Educating yourself on what to look for when finding a company to invest in (16:25) Is Brian's investing more passive or wild bets? (19:54) Is price even a factor when investing in stocks? (22:55) Understanding market capitalization (25:20) Exiting positions when the market cap gets too large (27:12) Determining your exit strategy and keeping an investment journal (28:31) When to double down on your position (30:52) Brian’s counterintuitive investing philosophy (33:35) What platform does Brian use to trade? (36:22) How to evaluate how a stock or company is doing (39:01) Online Resources to compare your stock to the rest of the market (41:18) Taking on higher risk bets (41:58) Researching and finding asymmetrical bets (43:53) Does the vetting process for asymmetrical bets differ from less risky investments? (45:34) Five stocks that Brian is keeping his eye on (47:28) Brian's book recommendations (49:08) Brian's contrarian opinion on paying down mortgage fast (52:52) Brian's local recommendations for Rhode Island (52:52) Where to find Brian online (54:24) Connect with All the Hacks All the Hacks: Newsletter | Website | Facebook | Email Chris Hutchins: Twitter | Instagram | Website | LinkedIn

Transcript

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1:03.0	Hello, and welcome to another episode of All the Hacks, a show about upgrading your
1:10.2	life, money, and travel.
1:12.7	I'm Chris Hutchins, and I am excited you're here today to talk about investing, and we're
1:16.7	joined by none other than Brian Faraldi.
1:19.8	He's a financial educator and author of a new book called Why Does The Stock Market Go Up.
	...

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