In Plus Episode 351, we explore how stop losses work and whether they can be effective or not. We also discuss a framework for evaluating private investment partnerships, such as commercial real estate funds. … [Read more...]
313: No One Is Entirely a Buy and Hold Investor
What are the numerous decisions individuals have to make in managing their investment portfolios. Topics covered include: Why individual investors should invest like family offices and university endowments in order to build and preserve wealthWhy even buy and hold investors make portfolio changesWhat are examples of the numerous decisions individuals have to make in overseeing their investment portfoliosHow badly have value stocks underperformed growth stocksHow our mindset should … [Read more...]
276 Plus: November 2019 Portfolio Review and the Presidential Cycle
In Plus episode 276 for the week of November 8, 2019 we take a look at what David is considering in his portfolio in light of investment conditions. We also review how stocks perform during different years of the U.S. presidential cycle and why the third year (i.e., this year) tends to be the best performing. … [Read more...]
An Introduction to Private Capital
This audio lesson is an introduction to private capital. Topics discussed include: What are the types of private capital. How are private capital funds structured. Who can invest. Why do institutions and individual investors invest in private capital. What are the return expectations for private capital. The episode length is 12 minutes. … [Read more...]