The Mind Money Spectrum Podcast

#80. When it comes to investing, this is THE ONE THING you don't want to mess up.

June 22, 2021 Aaron Agte and Trishul Patel Season 2 Episode 28
The Mind Money Spectrum Podcast
#80. When it comes to investing, this is THE ONE THING you don't want to mess up.
Chapters
The Mind Money Spectrum Podcast
#80. When it comes to investing, this is THE ONE THING you don't want to mess up.
Jun 22, 2021 Season 2 Episode 28
Aaron Agte and Trishul Patel

Why being neutral on growth vs value may actually be speculating.

In this episode, Aaron and Trishul do a deep dive on asset allocation. The percent of stocks vs the percent of bonds in an investment portfolio. They explain how an all-stock portfolio is less risky than you think, while an all-bond portfolio is even riskier than you may believe. Losing money is only one type of risk. But if you understand all the other risks involved, you then get to decide which risks are the most important to your situation.

Episode References

MMS #43. Is your asset allocation putting your retirement at risk?
MMS #42. Investment strategies evolve, but is your portfolio stuck in a foregone era?
Investing Forever - Why invest in one thing over another?
Investing Forever - Efficient Market Hypothesis
Investing Forever - Risk, Everywhere
Investing Forever - Why buy-and-hold can save you big
Harry Markowitz

Podcast Description

Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for our latest episode on our website, MindMoneySpectrum.com.

Show Notes

Why being neutral on growth vs value may actually be speculating.

In this episode, Aaron and Trishul do a deep dive on asset allocation. The percent of stocks vs the percent of bonds in an investment portfolio. They explain how an all-stock portfolio is less risky than you think, while an all-bond portfolio is even riskier than you may believe. Losing money is only one type of risk. But if you understand all the other risks involved, you then get to decide which risks are the most important to your situation.

Episode References

MMS #43. Is your asset allocation putting your retirement at risk?
MMS #42. Investment strategies evolve, but is your portfolio stuck in a foregone era?
Investing Forever - Why invest in one thing over another?
Investing Forever - Efficient Market Hypothesis
Investing Forever - Risk, Everywhere
Investing Forever - Why buy-and-hold can save you big
Harry Markowitz

Podcast Description

Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for our latest episode on our website, MindMoneySpectrum.com.