『Ep. 2017: The Eggs-in-One-Basket Conundrum』のカバーアート

Ep. 2017: The Eggs-in-One-Basket Conundrum

Ep. 2017: The Eggs-in-One-Basket Conundrum

無料で聴く

ポッドキャストの詳細を見る
概要

Three famous companies in three different industries can still add up to a total loss. Don and Tom revisit Rule 17 from Financial Physics: diversification means much more than owning a handful of familiar stocks. From Enron and WorldCom to hometown favorites, they explain why confidence in a company is no substitute for spreading your investment risk.

They also distinguish investments from the firms that hold them, then tackle listener questions about micro-cap funds, building an emergency reserve before retirement, and converting eligible Vanguard mutual funds to ETFs. The common thread: keep the portfolio understandable, watch the risks you’re actually taking, and know which taxes a conversion postpones rather than erases.

00:42 Rule 17 and the eggs-in-one-basket problem
02:39 When individual stocks go to zero
07:46 Diversifying across asset classes
08:53 Investing beyond the U.S.
10:34 Funds, custodians, and investor protections
15:49 Should you add micro-cap funds?
18:56 Emergency savings before retirement
23:02 Converting Vanguard mutual funds to ETFs

Questions? Comments? Click!

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