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What's in Your Investment Portfolio? Knowing What You Own?

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Manage episode 433389844 series 3587117
Content provided by Keli Alo & Mark Robinson, Keli Alo, and Mark Robinson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keli Alo & Mark Robinson, Keli Alo, and Mark Robinson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Are you truly aware of what you own in your investment and retirement accounts? Prepare to unlock the mysteries of investment funds and portfolio allocation on this episode of "Bullshit on Stilts." We promise you'll come away with a solid grasp of different investment products, such as individual stocks, mutual funds, index funds, and ETFs. Discover how these financial instruments work, their unique advantages, and the significance of diversification. We also dive deep into the concept of Net Asset Value (NAV), a critical factor in the pricing and trading of mutual funds. Get ready to boost your investment knowledge and sharpen your financial BS detector!
Understanding your investment posture and portfolio allocation is more crucial than ever. We'll guide you through the intricacies of what you own and why, shedding light on the importance of aligning your investments with your financial goals. By examining the various types of investments—stocks, bonds, mutual funds, and ETFs—we'll help you navigate the often confusing landscape of asset allocation. Through relatable analogies to lifestyle choices, we make sense of how different investment strategies can set appropriate expectations for market performance. Don't miss this enlightening discussion that promises to elevate your investment acumen and provide clarity in an often opaque financial world.

We love to hear your thoughts, questions, and ideas. Send us a text!

Developing your financial bullshit sniffer one episode at a time.

  continue reading

Chapters

1. What's in Your Investment Portfolio? Knowing What You Own? (00:00:00)

2. Fab Five for Investing - Question 1 - What do you own? (00:00:58)

3. If I buy a fund (00:02:34)

4. Something called an NAV (00:05:53)

5. Different investment types and styles (00:07:47)

6. Understanding Investment Posture and Portfolio Allocation (00:15:10)

7. Making sense of your investment performance (00:17:09)

8. Understanding Portfolio Allocation (00:18:51)

26 episodes

Artwork
iconShare
 
Manage episode 433389844 series 3587117
Content provided by Keli Alo & Mark Robinson, Keli Alo, and Mark Robinson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keli Alo & Mark Robinson, Keli Alo, and Mark Robinson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Are you truly aware of what you own in your investment and retirement accounts? Prepare to unlock the mysteries of investment funds and portfolio allocation on this episode of "Bullshit on Stilts." We promise you'll come away with a solid grasp of different investment products, such as individual stocks, mutual funds, index funds, and ETFs. Discover how these financial instruments work, their unique advantages, and the significance of diversification. We also dive deep into the concept of Net Asset Value (NAV), a critical factor in the pricing and trading of mutual funds. Get ready to boost your investment knowledge and sharpen your financial BS detector!
Understanding your investment posture and portfolio allocation is more crucial than ever. We'll guide you through the intricacies of what you own and why, shedding light on the importance of aligning your investments with your financial goals. By examining the various types of investments—stocks, bonds, mutual funds, and ETFs—we'll help you navigate the often confusing landscape of asset allocation. Through relatable analogies to lifestyle choices, we make sense of how different investment strategies can set appropriate expectations for market performance. Don't miss this enlightening discussion that promises to elevate your investment acumen and provide clarity in an often opaque financial world.

We love to hear your thoughts, questions, and ideas. Send us a text!

Developing your financial bullshit sniffer one episode at a time.

  continue reading

Chapters

1. What's in Your Investment Portfolio? Knowing What You Own? (00:00:00)

2. Fab Five for Investing - Question 1 - What do you own? (00:00:58)

3. If I buy a fund (00:02:34)

4. Something called an NAV (00:05:53)

5. Different investment types and styles (00:07:47)

6. Understanding Investment Posture and Portfolio Allocation (00:15:10)

7. Making sense of your investment performance (00:17:09)

8. Understanding Portfolio Allocation (00:18:51)

26 episodes

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