Money For the Rest of Us18 Elo 2021

Now Is the Best Time Ever to Be an Individual Investor

What are the advantages and disadvantages individual investors have relative to professional investors. How individual investors can capitalize on their advantages without being overwhelmed by too many choices.

Topics covered include:

How much have fees and commissions dropped for individual investors in the past two decades
How the overall objective of individual investors differs from professional investors
Why the smaller scale at which individual investors operate provides an advantage relative to professional investors
What are some advantages that professional investors have relative to individual investors
How having constraints and rules of thumb allow individual investors to generate better returns and be less overwhelmed
What are some examples of rules of thumb that collectively form an investment philosophy and process

Thanks to Streak CRM for sponsoring the episode.

For more information on this episode click here.

Show Notes

Trends in the Expenses and Fees of Funds, 2020—ICI Research Perspective March 2021 // VOL. 27, NO. 3

Morningstar's Annual Fund Fee Study Finds Investors Saved Nearly $6 Billion in Fund Fees in 2019—Morningstar

The Reel Deal: The Stacked Benefits of a Reel Mower by John K. Hix and Simone Bailey—Rochester Reginal Health

How to Invest in Closed-End Funds—Money For the Rest of Us

Portfolio Visualizer

The Beauty of Everyday Things by Soetsu Yanagi

Noise: A Flaw in Human Judgment by Daniel Kahneman, Olivier Sibony, and Cass R. Sunstein

Related Episodes

313: No One Is Entirely a Buy and Hold Investor

332: What Is Tail Risk and Are You Taking Too Much Of It?

341: How to Overcome Investing Fears

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(580)

How to Navigate the AI Debt Bubble

We explore the expected size of AI-related debt, which vehicles hold it, what could go wrong, and how to protect yourself.Topics covered include:How AI capex boom compares to other large booms and bus...

29 Heinä 26min

Is Inflation Manipulated? If So, What to Do About It

How inflation numbers are manipulated to appear lower. How to change your mindset about inflation to get ahead of it.Topics covered include:How Inflation (PCE) Calculations Are ChangingWhy the CPE Cha...

15 Heinä 25min

A Listener's Path from Zero to Millionaire in 10 Years - Nine Lessons to Get You There

David shares nine lessons a listener followed to become a millionaire.Topics covered include:The benefit of underspending on housingWhat rate of return and how much would you need to save to grow a po...

24 Kesä 29min

Will You Be Forced to Own SpaceX and Other AI Stocks?

SpaceX, Anthropic, and OpenAI are all going public. Why now? And what will their weight be in index funds? What other U.S. ETF options are there if you don't want to have such a high concentration in ...

10 Kesä 25min

Don't Fall Into the Dividend Trap. How Investors Misunderstand Covered Call ETFs

We explore the free dividend fallacy and how it applies to option income strategies. We break down the return drivers of covered call ETFs and examine the long-term performance record and volatility. ...

27 Touko 25min

We Are All Wayfinders

Why we have to navigate investing, business, and life with a compass rather than a GPS. David also provides an update on what he has learned from hosting live portfolio cohorts and letting AI analyze ...

13 Touko 23min

Five Practices That Have Shaped My Career

I share five business practices that have carried me through asset bubbles, financial crises, business pivots, and now the rise of AI.Topics covered include:Recommended note-taking app and practicesRe...

29 Huhti 27min

Invitation to Our Live Portfolio Review and Rebalancing Special Webinar

Please attend our live webinar on portfolio construction and rebalancing scheduled for Thursday, April 30th, at 12PM Eastern, 9AM Pacific time. I will cover the five steps to constructing and rebalanc...

22 Huhti 3min