Investing

The asset allocation pyramid

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Links from the Episode:

1:45 – Welcome and two announcements from Meb
2:04 – Most of Meb’s books are now free!
2:38 – Make sure you go to unclaimed.org and get money that is being held in state government coffers
4:17 – The Investment Pyramid
4:30 – The old Food Pyramid
6:37 – Blockchain analogy
7:14 – How the food pyramid applies to investing
8:42 – What your investment pyramid should look like today
10:16 – Sponsor: Inspirato
11:30 – Going through each layer
11:32 – Don’t do dumb things
12:16 – Proper diversification
13:16 – Have a rules-based plan
14:04 – “Office Hours Summary…You Are Not Alone” – Faber
14:08 – Implement with low cost funds and brokerage
15:14 – “Would You Pay Your Advisor $1,000,000 In Fees?” – Faber
15:17 – Implement tax aware investing
15:56 – “How Much Are Those Dividends Costing You?” – Faber
16:03 – Tilt away from market cap weights
17:33 – The personal finance pyramid
18:29 – Vanguard agrees to get your house in order first
19:10 – Breaking down the personal financial pyramid
19:13 – Fund an emergency account and pay down debt
19:25 – Business Insider article
20:28 – Track expenses, set a budget and save
20:57 – Max out your retirement
21:27 – Maybe buy a home
21:39 – Elroy Dimson Podcast Episode
21:44 – Global Investment Return Yearbook – Dimson, Staunton, Marsh
22:54 – Address your investments
23:15 – “The Best Way to Add Yield To Your Portfolio” – Faber