WCI #440: Building a Balanced Portfolio with Asset Location and Allocation
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.9 • 2.3K Ratings
🗓️ 9 October 2025
⏱️ 56 minutes
🧾️ Download transcript
Summary
Today we are talking about building a balanced portfolio and get into two different questions about asset location. We discuss TIPs and when and if you should use them. We get into portfolio allocation and discuss if it is too risky to have a 100% stock portfolio. We walk you through how to buy ETFs and end with a discussion around investing in films.
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00:00 WCI Podcast #440
03:30 Asset Location Priorities
27:12 Reasonable Asset Allocations
37:54 How to Buy ETFs
45:47 Investing in Films
Transcript
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| 0:00.0 | This is the White Coat Investor podcast, where we help those who wear the white coat get a fair shake on Wall Street. |
| 0:06.2 | We've been helping doctors and other high-income professionals stop doing dumb things with their money since 2011. |
| 0:15.9 | This is White Coat Investor Podcast number 440. |
| 0:19.1 | Brought to you by Laurel Road for doctors. |
| 0:21.3 | Laurel Road is committed to helping residents and physicians take control of their finances. |
| 0:25.3 | That's why they've designed a personal loan for doctors with special repayment terms during training. |
| 0:30.0 | Get help consolidating high interest credit card debt or fund the unexpected with one low monthly payment. |
| 0:35.4 | Check your rate in minutes. Plus, white code investors also get an additional rate discount when they apply through |
| 0:40.9 | Laurelroad.com forward slash WCI. |
| 0:43.8 | For terms and conditions, please visit www. |
| 0:46.8 | www.lorroad.com forward slash WCi. |
| 0:49.0 | That's www. |
| 0:49.7 | www. laurelroad.com forward slash WCi. |
| 0:54.3 | Lower Road is a brand of Key Bank and a member FDIC. |
| 0:57.2 | All right, welcome back to the podcast. |
| 0:58.9 | Thanks everybody for what you're doing out there. |
| 1:00.9 | It's important work. |
| 1:02.4 | It's sometimes, you know, not something we get thanked a lot for. |
| 1:06.2 | That doesn't mean it doesn't matter. |
| 1:07.7 | So if you had a bad day today, this is a chance to hear thanks for what you're doing. |
| 1:13.5 | It's a big deal. |
| 1:14.5 | I was called to a code in the cath lab for a patient I sent down there not that long before |
... |
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