86: Index Fund Allocation Modeling with Johnny & Sam

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/vanguard/ Paulmerriman.com/whats-wrong-vanguard-small-cap-value/   Books: MONEY Master the Game Unshakeable   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   If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here! Copyright 2017. All rights reserved. Read our disclaimer here.