The Toolbox of Portfolio Construction | Erik Averill, Justin Dyer | AWM Insights #72

One of the most important aspects of reaching your financial priorities over the long term is portfolio construction. Just as important as putting the right players in the right positions on the field is the importance of understanding and utilizing the full toolbox for building your customized portfolio that takes into account all the complexities of your specific situation. In this week’s episode, Erik and Justin discuss the basic building blocks of portfolios, avoiding amateur mistakes, and why your portfolio should be customized to you and your priorities – not some cookie-cutter model.EPISODE HIGHLIGHTS(00:44) The news you should know: Delta variant, Olympics kick off, Taleb thinks Bitcoin is worthless(2:44) The building blocks of portfolios(7:48) A customized approach(8:21) Constructing the right lineup and avoiding amateur mistakes(11:27) What we’ve learned from endowment models(14:36) Is there a CFA constructing my portfolio?(15:03) Are you getting comprehensive advice?