#168: Former portfolio manager Chris Doyle joins to discuss strategic ways to build and manage your investment portfolio. They do a deep dive on diversification, tax-award allocation, capacity and tolerance for risk, tax-loss harvesting, rebalancing and more.

Chris Doyle is a Research Scientist at the Stanford Autonomous Agents Lab. He co-founded the technology startup Grove to make financial services accessible and affordable for everyone. Before that, he was an investor at a macro hedge fund and had a trading career at Barclays Capital.

Link to Full Show Notes: https://allthehacks.com/investment-portfolios-chris-doyle

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Resources Mentioned

Chris Doyle: LinkedIn | Website

Wealthfront (Get $5k managed free and get a 0.5% APY boost)

Triumph of the Optimists: 101 Years of Global Investment Returns

Articles

• Mutual Funds That Consistently Beat the Market? Not One of 2,132. (Published 2022)


• Lump-sum investing versus cost averaging: Which is better?

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Full Show Notes

(00:00 ) Introduction

(02:14 ) Important Factors to Consider Before Building a Financial Portfolio

(05:54 ) One of the Major Mistakes Made by Retail Investors

(07:50 ) How to Think About Financial Risk

(08:33 ) Importance of Asset Class Diversification

(13:47 ) How to Determine Which Asset Classes to Include

(20:19 ) Why People Add Emerging Markets to Their Portfolio

(21:15 ) The Argument for International Stocks

(22:18 ) The Case For or Against Real Estate

(23:41 ) Trading Commodity Futures

(28:18 ) Investing in Crypto

(30:52 ) Non-Traditional Investments

(37:04 ) Bonds and Fixed Income Allocation

(43:30 ) Cash Interest Rate vs. Long-Term Bond Interest Rate

(46:11 ) How to Think About Investing

(50:34 ) Ways to Migrate from One Portfolio to Another

(54:06 ) The Role of Tax Rates

(1:01:31 ) Rebalancing Portfolios

(1:03:04 ) Tax Loss Harvesting

(1:09:39 ) Direct Indexing

(1:12:37 ) How Often Should You Change Your Portfolio?

(1:14:50 ) Uninvested Cash

(1:17:22 ) How to Pick the Right Perfect Portfolio

(1:20:22 ) Financial Advisors: Humans vs. Software

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