Скачать или смотреть Developing an Investment Philosophy—Examples from Our Journeys, Part 1 | Retirement Lifestyle Show

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson discuss the backstory behind their investment philosophies. They tackle modern portfolio theory, data-driven investing, and determining your investment personality.

[06:15] Making Sense of your Investment Strategies

[12:00] Pros and cons of diversifying your portfolio

[16:50] The Buy and Hope Strategy

[18:50] The Modern Portfolio Theory (MPT)

[24:22] Why the Modern Portfolio Theory Fared in the '08 Crash

[30:03] MPT as an Art

[34:23] Data-Driven Investing

[44:40] Modifying the Modern Portfolio Theory

[50:34] Determining your Investing Personality

Roshan Loungani can be reached at [email protected] or at 202-536-4468.

Erik Olson can be reached at [email protected] or 815-940-4652.

Adrian Nicholson can be reached at [email protected] or at 703-915-8905.

If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as ' RL065 - Developing an Investment Philosophy—Examples from Our Journeys, Part 1 ' in Spotify, iTunes, Anchor.fm and so on... see links below.

Visit Anchor.fm for ALL the links to several podcast sites:
Anchor.fm: https://anchor.fm/roshan-a-loungani

Spotify: https://open.spotify.com/show/354IACA...

iTunes: https://podcasts.apple.com/us/podcast...

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Disclaimer
Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license.

Thank you for listening.