『Ep. 2015: The Smart Money Myth』のカバーアート

Ep. 2015: The Smart Money Myth

Ep. 2015: The Smart Money Myth

無料で聴く

ポッドキャストの詳細を見る
概要

Harvard, Yale, and other elite endowments hire armies of experts and pour billions into private equity, hedge funds, venture capital, and real estate—yet simple public-market investing often leaves them behind. Don and Tom unpack the numbers, the fees, and the small college that took a much simpler route.

Then Darcy calls with a retirement portfolio that gets an enthusiastic A+: globally diversified stocks, a bond ladder, smart asset location, and a flexible spending plan. Her biggest challenge may be resisting the urge to make a good plan more complicated now that she has time to tinker.

Finally, the guys answer whether a two-fund VT-and-BND portfolio is too simple, explain how RMDs can help rebalance it, and compare small-cap, U.S. stock, and global ETFs. The recurring lesson is refreshingly boring: diversification, low costs, and simplicity beat expensive complexity.

01:22 Elite endowments versus simple markets
09:19 The small college that chose indexing
15:10 Darcy's retirement portfolio gets an A+
23:22 Is a two-fund portfolio too simple?
28:25 Comparing active, index, and factor ETFs

Questions? Comments? Click!

adbl_web_anon_alc_button_suppression_t1
まだレビューはありません