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68 – Strategic Cash Allocation in an Investing Portfolio
Call to Action: For You: Do you agree with my view on cash not being worthy of a strategic allocation in your portfolio? Either way, you should write down and document your view on cash in your asset allocation strategy. This should be a line item in your investment strategy document. If you don’t have […]
67 – Addition through Subtraction (Mental Model)
Call to Action: For You: Take out a notebook or word document. Write a list of everything that you can think of that is preventing you from achieving your goals. This can focus on whatever part of your life you want. If its investing, identify the weaknesses of your investing process. If its personal finance, […]
66 – Net Operating Losses are a form of Hidden Asset
Call to Action: For You: Check your current stocks for the presence of net operating losses that can offset future taxes and read about Myrexis and Affymax to gain a better understanding of some of the extremes you may find in the market. Support the Podcast: The best support you can give me right now […]
65 – Why I don’t invest in Russia or China
Call to Action: For You: Write down a list of every country which you will exclude from investing for reasons such as this or similar. Stick to it. Support the Podcast: The best support you can give me right now is simply to give this podcast a rating and review in your podcast player. Mental […]
