Portfolio Design & Management | Money Scope 7 скачать в хорошем качестве

Portfolio Design & Management | Money Scope 7

Meet with PWL Capital: https://pages.pwlcapital.com/en-ca/co... Picture your investment portfolio as a carefully crafted puzzle and asset allocation as the key to solving it. It not only helps you navigate the treacherous waters of risk but fine-tunes your investments to harmonize perfectly with your financial dreams. In this episode, we take a deep dive into the art and science of portfolio management. Discover the intricacies of portfolio planning, execution, and maintenance as we dissect this critical aspect of wealth management. We unpack asset allocation with a focus on the stocks-to-bonds ratio, a crucial decision that balances the quest for maximum returns with the need for stability. We uncover the dangers of volatility and behavioural risks and explore strategies to safeguard your financial health. Tuning in, you’ll hear how assessing your risk tolerance and automating tasks can lead to a well-crafted portfolio (and why we suggest using a portfolio manager). We also guide you through the maze of asset allocation options and the vital steps for effective portfolio maintenance. Whether you're a seasoned investor or just beginning your financial journey, this episode will equip you with the knowledge you need to navigate the complexities of portfolio management with confidence, so be sure to tune in for expert insights, practical strategies, and actionable advice that will empower you to make informed decisions about your financial health! https://moneyscope.ca/2024/02/09/epis... Timestamps: 0:00:00 Intro 0:04:22 Portfolio Planning 0:06:34 Asset Allocation 0:08:52 "Optimal" Portfolios 0:15:42 Asset Allocation Over the Life-Cycle 0:23:42 Diversifying Your Human Capital 0:28:11 Other Assets 0:32:21 Risk, Expected Return and Correlation 0:34:27 Volatility and Covariance 0:40:43 Expected Returns and Historical Returns 0:49:27 Behavioral Risk 1:06:08 The Behavior Gap 1:12:40 Allocating Assets 1:14:29 Global Diversification 1:19:09 Home Country Bias 1:23:37 How Much Risk? 1:31:24 The Ability, Willingness and Need to Take Risk 1:32:01 Ability 1:38:38 Willingness 1:44:07 Need 1:46:02 Choosing an Asset Allocation 1:49:29 Portfolio Maintenance 1:50:26 Rebalancing 2:02:38 Serving up a Great Portfolio 2:07:26 Execution Risk and Simplicity 2:11:38 Keeping Perspective-Portfolio Pyramid 2:14:41 Debrief Links From Today’s Episode: Benjamin Felix — https://www.pwlcapital.com/author/ben... Benjamin on X —   / benjaminwfelix   Benjamin on LinkedIn —   / benjaminwfelix   Dr. Mark Soth (The Loonie Doctor) — https://www.looniedoctor.ca/ Dr. Mark on X —   / looniedoctor   Rational Reminder Podcast Episode 100: Professor Kenneth French — https://rationalreminder.ca/podcast/100 Rational Reminder Podcast Episode 224: Professor Scott Cederburg — https://rationalreminder.ca/podcast/224 Rational Reminder Podcast Episode 258: Professor Meir Statman — https://rationalreminder.ca/podcast/258 Rational Reminder Podcast Episode 260: Professor James Choi — https://rationalreminder.ca/podcast/260 Rational Reminder Podcast Episode 262: Professor Francisco Gomes — https://rationalreminder.ca/podcast/262 Rational Reminder Podcast Episode 263: A Tribute to Harry Markowitz — https://rationalreminder.ca/podcast/263 Morningstar | ‘Mind the Gap’ — https://www.morningstar.com/lp/mind-t... ‘Long-Horizon Losses in Stocks, Bonds, and Bills: Evidence from a Broad Sample of Developed Markets' — https://papers.ssrn.com/sol3/papers.c... Vanguard Investor Questionnaire — https://investor.vanguard.com/tools-c...