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Inside Beleggen Masterminds #12: Peter Garnry (Saxo) - De rol van alfa en beta in ieders portefeuille

EPISODE · Oct 8, 2021 · 34 MIN

Inside Beleggen Masterminds #12: Peter Garnry (Saxo) - De rol van alfa en beta in ieders portefeuille

from Trends Beleggen · host peter garnry, jef poortmans

In deze aflevering is Peter Garnry te gast. Hij is hoofd van het aandelenteam bij Saxo Bank in Kopenhagen. Hij schreef onlangs een heel interessant stuk over de opbouw van een beleggingsportefeuille. Heel veel beleggers denken dat individuele aandelen daar de voornaamste de bouwstenen voor zijn, maar volgens Peter is dat niet het beste vertrekpunt. Elke beleggingsportefeuille moet volgens hem twee hoekstenen hebben: beta en alfa. In de podcast vertelt hij precies wat hij daarmee bedoelt en hoe beleggers daar hun portefeuille mee kunnen opbouwen. Verder vertelt hij nog over de rendementen die je daarvan kunt verwachten, over de verschillende thema’s waarin hij belegt en over zijn meest gedurfde positie en hoe hij daartoe gekomen is. --- Trends Beleggen is een podcastkanaal van de redactie van https://www.trends.be Meer info en advies over beleggen vind je op https://trends.be/beleggen/  --- Elke dag beleggingsadvies in uw mailbox? Registreer u gratis op één van de e-newsletters op https://www.trends.be/newsletters --- Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Inside Beleggen Masterminds #12: Peter Garnry (Saxo) - De rol van alfa en beta in ieders portefeuille

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