Show Us Your Portfolio: Larry Swedroe | Using Uncorrelated Sources of Alpha
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- เผยแพร่เมื่อ 28 ก.ค. 2024
- Welcome to Excess Returns, where our goal is to make you a better investor. If you enjoy this video, please like and subscribe to get more videos like it and to help us reach more investors like you.
In our latest episode of Show Us Your Portfolio, we speak with Buckingham Strategic Wealth's Larry Swedroe. Larry has dedicated his career to educating investors and has written more books and articles than we can list in that pursuit.
We talk with Larry about how he takes his evidence-based approach to investing and translates it into managing his personal portfolio. We cover his approach to incorporating uncorrelated return streams into his overall approach, his unique use of assets outside of those traditionally used by investors, how he approaches equities and bonds, how his approach has changed over time and a lot more.
00:00 - Intro
02:54 - Larry's biggest long-term goals with his portfolio
06:31 - The relationship between wealth and happiness
08:00 - How Larry views retirement
10:39 - Larry's framework for constructing his portfolio
19:43 - How Larry's market exposure has changed over time
24:39 - How Larry thinks about incorporating illiquid assets
28:30 - How Larry approaches fixed income
31:28 - How Larry approaches his equity exposure
36:56 - Larry's thoughts on market timing
40:09 ' How Larry thinks about international diversification
42:41 - Larry's approach to private investing
48:56 - Overcoming investor's behavioral problems
53:22 - Investments that generate happiness instead of returns
57:21 - The one lesson Larry would teach the average investor
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Top notch, as usual!
Thank you John!
Swedroe is always a pleasure to listen to. Awesome! Thanks.
Larry always comes with his A-game. Thanks for watching!
Great concepts of diversification, but I would still follow the principle of only investing in what I can understand. Only added spice is small cap value US and international. Thank you as always Larry for your books and podcast appearances
In the end, Larry Swedroe’s advise to the average investor has not changed at all since the early days of the Bogleheads: diversification, long term view, small cap value and EM tilt, never judge the decision based on on outcome but on the quality of the process…great stuff!
Thanks for Listening! We always enjoy having Larry on.
Factor investing is the smart way to go. This video confirmed my investing thesis. TY!
Thank you for listening!
Swedroe is my favourite investor and he is very generous with his time. My portfolio is still 100% small cap value. But I will add some of the insurance linked securty funds he usually recommends.
Not sure I agree with his equating what happened in the Japanese stock market with what could happen in the U.S. market..as the two countries are so dramatically different, in so many ways..but obviously, it's not IMPOSSIBLE..and Larry is always extremely interesting to listen to!
This is a really fantastic podcast. I found this through Twitter.
Thank you!
Excellent. Thank you.
Appreciate you watching and commenting.
7:30 interesting to see even the great Larry Swedrow is capable of terribly misrepresenting literature
...am I reading that right, Cliffwater CORPORATE LENDING FUND has a 10M minimum? yikes
YO IT'S THE CHIEF WIGGUM!