Episode 230 - What Is Your Investment Philosophy?

Summary

In this episode, Ryan Burklo and Alex Collins discuss investment philosophy and the different approaches to investing. They cover three main styles: active management, passive management, and structured management. They also touch on the importance of investment structure and aligning investments with personal values. The hosts emphasize the need for a balanced approach to investing and setting up a solid financial foundation.

Takeaways

Understanding your investment philosophy is crucial for making informed investment decisions.
Active management involves hiring an asset manager to make investment decisions based on market analysis.
Passive management focuses on index investing and diversification.
Structured management combines aspects of active and passive management to create a diversified and efficient portfolio.
Investment structure and aligning investments with personal values are important considerations in building a portfolio.
Setting up a solid financial foundation and having a balanced approach to investing is key for long-term success.

Chapters

00:00 Introduction to Investment Philosophy
05:33 Active Management
09:51 Passive Management
13:51 Structured Management
20:41 Investment Structure
21:38 Values in Investing
23:23 Setting Up Your Balance Sheet
27:13 Question of the Day