Building an Investment Portfolio to Grow and Protect Your Wealth with Chris Doyle

Partner Deals Long Angle: Join a free private community for high net worth investorsLMNT: ⁠Free sample pack of my favorite electrolyte drink mixFora: Become a Fora Advisor todayThrive Market: ⁠30% off your first order of organic groceries + a free $60 giftBilt Rewards: ⁠Earn the most valuable points when you pay rentFor all the deals, discounts and promo codes from our partners, go to: allthehacks.com/deals#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-doylePartner DealsVuori: 20% off the most comfortable performance apparel I've ever wornStoryworth: Capture your Mom's stories and memories in a custom book ($10 off)Fabric: Affordable term life insurance for you and your familyMasterClass: Learn from the world's best with 15% offDaffy: Free $25 to give to the charity of your choiceFor all our deals, discounts and promo codes from our partners, go to: allthehacks.com/dealsResources MentionedChris Doyle: LinkedIn | WebsiteWealthfront (Get $5k managed free and get a 0.5% APY boost)Triumph of the Optimists: 101 Years of Global Investment ReturnsArticles Mutual Funds That Consistently Beat the Market? Not One of 2,132. (Published 2022) Lump-sum investing versus cost averaging: Which is better? All the Hacks Episodes #19: Becoming a Better Investor with Andy Rachleff #59: Save Money, Build Wealth and Just Keep Buying with Nick Maggiulli 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. SoftwareConnect with All the HacksAll the Hacks: Newsletter | Website | Membership | EmailChris Hutchins: Twitter | Instagram | Website | LinkedInEditor’s Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post.