Learn all the hacks to upgrade your life, money and travel – all while spending less and saving more. Host Chris Hutchins is a life hacker who has saved millions by breaking down every aspect of life, looking to maximize happiness at the lowest cost. Chris and guests like Tim Ferriss, Tony Hawk, Codie Sanchez and Gary Vaynerchuk will help you learn the strategies and tactics they used to shape their success.
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episode 166: Building an Investment Portfolio to Grow and Protect Your Wealth with Chris Doyle
#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
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
(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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Chris Hutchins: Twitter | Instagram | Website | LinkedIn
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